Barrons October 23 2023

W H AT S U R G I N G B O N D Y I E L D S M E A N F O R S T O C K S • P A G E S 7, 2 8
VOL. CIII NO. 43 OCTOBER 23, 2023 $5.00
Charles
SCHWAB’S
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TERRIBLE
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YEAR
The Surprising Reason Why the Brokerage King
Won’t Be Dethroned
Page 16
>
63142
C O NT EN TS 10.2 3.23 VOL.CIII NO.43
P. 16 P. 12 P. 28
Charles Schwab Can Trader: Don’t Get
Keep Its Lead—for Now BMW’s Enviable EV Business Frightened by 5%
Cover Story: Some advisors are The luxury German auto maker is taking a smart approach to future-proofing its product High bond yields—and the chance
disgruntled after the move to mix by offering electrified versions of models that drivers already know. that they will linger—aren’t a good
Schwab from TD Ameritrade. But By AL ROOT enough reason to ditch stocks.
lacking better options, they’ll By CARLETON ENGLISH
probably stick around anyway.
By ANDREW WELSCH P. 31
P. 13
International: Where
Housing Is Priciest
Asset-Management Europe looks surprisingly frothy.
Stocks Are on Sale By CRAIG MELLOW
A reversal in fund outflows would
lift the fortunes of BlackRock, P. 32
AllianceBernstein, T. Rowe Price,
and other industry leaders.
Striking Price: How to
By ANDREW BARY Play an Erratic Market
Fear and volatility are the friends
P. 14 of long-term investors.
Crypto Companies By STEVEN M. SEARS
Cozy Up to Lawmakers P. 55
Coinbase and others are lobbying
hard to get favorable rules passed.
Retirement: The Pinch
Here’s where the money is going. of High Home Prices
By JOE LIGHT A tight housing market is making
it harder for retirees to trade down
P. 18 and bulk up their nest egg.
A Mortgage Giant By ELIZABETH O’BRIEN
Built on Loopholes P. 54
How the Change Company used
its political connections and The all-electric 2023 BMW i7 xDrive sedan Whatever Happened
CDFI status to tap into a to That Recession?
financial gold mine. Other Voices: Rates might have
By JACOB ADELMAN to go even higher to achieve the
Fed’s goal of cooling the economy.
P. 21 W H AT S U R G I N G B O N D Y I E L D S M E A N F O R S T O C K S • P A G E S 7, 2 8
P. 7 P. 23 By CHARLES LIEBERMAN
Athleisure Is on a Tear. VOL. CIII NO. 43
Charles
OCTOBER 23, 2023 $5.00
Up & Down Wall Street: Funds: ETFs That
Here’s How to Invest. SCHWAB’S
TERRIBLE
The Fed’s Next Move Rely on AI Fall Short
Athletic and apparel stocks such YEAR For now, household wealth is By DEBBIE CARLSON
Barron’s Roundtable
as Nike and American Eagle could The Surprising Reason Why the Brokerage King
offsetting monetary tightening.
on Fox Business
Won’t Be Dethroned
Page 16
give Lululemon a run for its money By RANDALL W. FORSYTH P. 24
as fresh competition edges in. Watch our weekly TV show Fridays
By SABRINA ESCOBAR
Photograph by
Nicole Fara Silver
P. 10
Economy: Spinoffs at 7:30 p.m., and Saturdays and
Are All the Rage Lately Sundays at 9:30 a.m. and 10:30
P. 26 © 2023 Dow Jones & Company,
Streetwise: Big Tech’s These are the three big reasons. a.m. ET. This week, Big Tech
Inc. All Rights Reserved.
Yeahs, Mehs, and Nahs earnings are coming—what to
Unilever, Ryanair, and Our newspapers are 100% sourced
from sustainable certified mills. By JACK HOUGH
By ALLAN SLOAN
watch. Plus, market insights from
Other Top Picks BARRON’S (USPS 044-700) (ISSN
1077-8039) Published every
P. 25 Invesco’s Brian Levitt.
Q&A: Artisan International P. 22
Courtesy of BMW
Value’s David Samra looks for
Monday. Editorial and Publication
Headquarters: 1211 Avenue of Tech Trader: What’s
cheap stocks with outsize growth
the Americas, New York, N.Y.
10036. Periodicals postage paid at
Chicopee, MA and other mailing
Income: Getting Paid Working at Netflix
Index P. 4
Review & Preview P. 11
Power Play P. 33
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prospects. These names fit the bill.
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While Holding Gold Here are lessons for the rest of tech. Mailbag P. 55 Winners and Losers P. 35
Burnett Rd., Chicopee, MA 01020 Inside Scoop P. 33 Research Reports P. 36
By DEBBIE CARLSON By AL ROOT By TAE KIM
October 23, 2023 BARRON’S 3
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4 BARRON’S October 23, 2023
I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.
A Abbott Laboratories . . . . . . . . . . . . . . . . . . . . . . . 30 J J.B. Hunt Transport Services . . . . . . . . . . . . . . 36 L Laboratory Corp. of America . . . . . . . . . . . . . . 24 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . 10,11
Activision Blizzard . . . . . . . . . . . . . . . . . . . . . . . . . 11 Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . . . . . 2 Liontown Resources . . . . . . . . . . . . . . . . . . . . . . . 11 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11
Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Lululemon Athletica . . . . . . . . . . . . . . . . . . . . . 11,21 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Affiliated Managers Group . . . . . . . . . . . . . . . . . 13
AI Powered Equity . . . . . . . . . . . . . . . . . . . . . . . . 23 K Kenvue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 M Madison Square Garden Entertainment . . . . 24
Albemarle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,34 Knight-Swift Transportation . . . . . . . . . . . . . . . 34 Merlyn.AI Bull-Rider Bear-Fighter . . . . . . . . 23 N Netflix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,25,34
AllianceBernstein Holding . . . . . . . . . . . . . . . . . 13 Newmont Mining . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11 Nike’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11,36 Novartis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
American Eagle Outfitters . . . . . . . . . . . . . . . . . 22 Novo Nordisk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
American Express . . . . . . . . . . . . . . . . . . . . . . . . . 29 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11,23,32
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Arch Capital Group . . . . . . . . . . . . . . . . . . . . . . . . 26
AT&T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 O Oakmark Select . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Oakmark Equity and Income . . . . . . . . . . . . . . . 17
Olink Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 On Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Bank of New York Mellon . . . . . . . . . . . . . . . . . . 36 Rupert Murdoch Executive Chairman, News Corp
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . . . 10 Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,14 P Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Blue Apron Holdings . . . . . . . . . . . . . . . . . . . . . . 33 EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar Puma . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
BMW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 EDITOR IN CHIEF David Cho
BorgWarner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 R Regions Financial . . . . . . . . . . . . . . . . . . . . . . . . . . 34
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Rite Aid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . 12,34
C Carnival . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 DEPUTY EDITORS Alex Eule, Ben Levisohn Ryanair Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Cerevel Therapeutics Holdings . . . . . . . . . . . . 33 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt

Charles Schwab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 EDITOR AT LARGE Andy Serwer
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 S Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 27
Choice Hotels International . . . . . . . . . . . . . . . . 11 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel Sandoz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Citigroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 SPDR Gold Shares . . . . . . . . . . . . . . . . . . . . . . . . 22
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano, Stellantis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Concentrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Robert Sabat, Rupert Steiner (London bureau chief) SolarEdge Technologies . . . . . . . . . . . . . . . . . . . 34
Country Garden Holdings . . . . . . . . . . . . . . . . . . 11 SPDR S&P 500 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz SDPR S&P Kensho New Economies Comp 23
Spirit AeroSystems . . . . . . . . . . . . . . . . . . . . . . . . 34
D Danaher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim,
Danone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Megan Leonhardt, Joe Light, Elizabeth O’Brien, Al Root, Avi Salzman
DexCom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 T Taiwan Semiconductor Manufacturing . . . . . . 27
Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn,
REPORTERS Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11,12,34
Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Thermo Fisher Scientific . . . . . . . . . . . . . . . . . . . 11
E E2open Parent Holdings . . . . . . . . . . . . . . . . . . . 33 Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch 3M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Equitable Holdings . . . . . . . . . . . . . . . . . . . . . . . . 13 T. Rowe Price Group . . . . . . . . . . . . . . . . . . . . . . . 13
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol, Tyler Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 36
Ross Snel, Neal Templin, J.J. Thompson
F Federated Hermes . . . . . . . . . . . . . . . . . . . . . . . . . 13 COPY DESK Michael J. Burlingham, Robert Teitelman U UBS Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,12 Under Armour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Franco-Nevada . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 IDEAS EDITOR Matt Peterson Unilever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Frontier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary United Airlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
G Gap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 V VanEck Gold Miners . . . . . . . . . . . . . . . . . . . . . . . 22
GE HealthCare Technologies . . . . . . . . . . . . . . 24 Chelsea Schiff
HEAD OF VISUALS VanEck Semiconductor . . . . . . . . . . . . . . . . . . . . 23
General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 ART DIRECTORS Lynne Carty, Shayanne Gal, Nick Hallam, Sue Ng Veralto . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
General Motors . . . . . . . . . . . . . . . . . . . . . . . . . 11,12 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Halie Chavez, Nicole Silver
VMware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . 11,29 Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Grayscale Bitcoin Trus . . . . . . . . . . . . . . . . . . . . . 14 RESEARCHER Dan Lam
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima W Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

H Hewlett Packard Enterprisetation . . . . . . . . . 34 WK Kellogg . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
ADVERTISING SERVICES MANAGER James H. Balmer Wyndham Hotels & Resorts . . . . . . . . . . . . . . . . 11
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422
I Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Invesco QQQ Trust . . . . . . . . . . . . . . . . . . . . . . . . 23 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter
iShares Gold Trust . . . . . . . . . . . . . . . . . . . . . . . . . 22
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UP & D OWN WALL STREET

Just don’t blame the Federal Reserve for long-
term Treasury yields jumping 30 basis points,
or 0.3 percentage point, on the week.
Stocks Sense Trouble,

sion within 12 months. As of this past virtually nothing.
week, the Atlanta Fed GDPNow was Many advisors are urging clients
clocking at a 5.4% real annual growth to lock in those yields of 5% or higher
rate for the third quarter. Consensus for the longer term, lest they be cut by
Even Though the

estimates for the actual number due the Fed in the coming year. But James
to be reported this coming week are Kochan, a former fixed-income strate-
for robust 4% real growth. gist at Merrill Lynch and Wells Fargo
At least some explanation for the who has been bearish on bonds, re-
Economy Is Strong
economy’s resilience lies with the mains cautious about extending ma-
wealth of American households, which turities. The Fed instead could hike
the Fed reported this past week had further, perhaps to a 6% fed-funds
increased by some $43.4 trillion since target; Treasury borrowing is increas-
the start of 2020, or roughly 30%. ing auction sizes, while foreign central
“Never before has the U.S. created so bank demand for U.S. securities is
H
much wealth in a short period, and waning; and Middle East tensions
ostilities abroad, of will-they-or-won’t-they move at the what makes the increase even more could further lift oil prices and reverse
political dysfunc- next meeting. difficult to believe is that it occurred the improving trend in inflation.
tion at home. For Going back to first principles, lon- during the worst healthcare crisis in But yields have risen enough so
the stock market, ger-term interest rates equal the sum of 100 years and the sharpest plunge in that less-volatile five-to-seven-year
all of that takes short-term rates over successive peri- economic activity on record,” writes maturities will still produce positive
a back seat to ods, plus a so-called term premium for Joseph Carson, former chief economist returns even if their prices slip fur-
interest rates. holding a longer-duration instrument. at AllianceBernstein. ther, Kochan relates in an email.
The major U.S. stock indexes fell BY RANDALL About two-thirds of the 1.2-percentage- This wealth inflation, which can be High-yield corporate bonds yielding
this past week, with the Nasdaq Com- W. FORSYTH point rise in the 10-year yield in the traced to the most massive aggregate 8% to 9% also provide enough pro-
posite losing more than 3% as longer- past three months can be explained by fiscal and monetary stimulus ever tection against a modest rise in de-
term Treasury yields reached the 5% the decrease in the anticipated 2024 seen, could reverse as policies are faults, he adds.
level for the first time in 16 years. rate cuts that had been priced into the tightened, Carson adds. But for now, One additional, nettlesome coun-
That level is shockingly high to many fed-funds futures market, which in this wealth—concentrated in the terpoint to long-term bond bulls: Gold
but only matches what passbook sav- turn reflects the further deferral of the hands of the well-to-do, who dispro- prices were up nearly 3% in the past
ings accounts paid in another era. long-predicted recession. portionately drive overall spending— week, with the October Comex con-
Just don’t blame the Federal Re- As Jim Bianco, head and eponym has defied Fed tightening. Indeed, tract settling at $1,982.50, just 3.4%
serve for long-term Treasury yields of Bianco Research, notes, this past the wealthiest cohort probably has shy of its record of $2,051.50 reached
jumping 30 basis points, or 0.3 per- week was the anniversary of Bloom- reaped a windfall from 5% returns on in August 2020. That’s despite the rise
centage point, on the week. Neither berg Economics’ Oct. 17, 2022, predic- T-bills and money markets from their in real (that is, inflation adjusted) in-
expected future inflation nor the tion of a 100% probability of a reces- liquid balances that used to earn terest rates and a firm dollar, which
prospect of a further increase in the ought to hurt the precious metal.
central bank’s federal-funds rate Maybe those other aforementioned
target atop the 5.25% of hikes put worries do register in the gold market.
in place in the past 1½ years are re-
F
sponsible for that benchmark reach- ive percent was the number
ing that round number on Thursday at the top of the market’s
afternoon. mind as the 10-year Trea-
Rates haven’t been high enough for sury yield closed in on that
long enough to fulfill the Fed’s aim of psychologically important mark.
bringing inflation back to 2%, said Round numbers attract attention, but
Jerome Powell, the central bank’s there are more important measures
chairman, in a question-and-answer to note.
session following a speech to the Eco- The 10-year Treasury briefly
nomic Club of New York on Thurs- Interest rates traded with a “5 handle” on Thurs-
day. That tidbit was superseded by haven’t been high day for the first time since July 2007.
the unsurprising headline that the enough for long But Treasury bills have consistently
enough to bring
Fed chief appeared to confirm that inflation back down traded with yields above 5% since
Bess Adler/Bloomberg
no fed-funds rate increase was likely to the Fed’s 2% April, while the two-year note yield
target, said Federal
at the next policy meeting, which Reserve Chairman
has exceeded that mark since Sep-
winds up on Nov. 1. Jerome Powell on tember. The yield on the 30-year long
But his description that rates would Thursday following bond topped 5% this past week, leav-
a speech to the
remain higher for longer is a good deal Economic Club ing only the five-year note under that
more important than the parlor game of New York. mark at 4.96% as of late Thursday.
Up & Down Wall Street (continued)
For the benchmark 10-year note, the climbed above the earnings yield of the
next technical line in the sand is 5.30%, S&P 500; that’s the inverse of stocks’
where the yield topped out in 2007, ac- price/earnings ratio. As Ned Davis Re-
cording to the invaluable daily economic search wrote in previous client notes, the
note from Evercore ISI. For the 30-year three-month T-bill yield topped the index’s
home mortgage rate, which tracks the 10- earnings yield (based on trailing 12-month
TAIL RISK
year Treasury and hit 8% this past week, earnings) back in March, while the 10-year
the next technical level is 8.38%, the peak note yield exceeded the index’s earnings
in 2000, the firm said. yield on that basis starting in September.
It is surprising that the housing market NDR points out a subtler effect of rising
hasn’t cracked from the massive rise in interest rates on equities. Some analysts
HEDGING
mortgage rates, up from unprecedented adjust stocks’ valuations for the cash hold-
lows in the 3% range during the Covid pan- ings on company balance sheets, making
demic. Housing starts rose 7% in Septem- the P/E ratios of cash-rich companies ap-
ber to a 1.358 million annual rate, although pear lower. But if the numerator is ad-
that was down 7% from a year earlier. But justed for cash, the earnings that cash gen-
single-family starts were up 8.6%, driven by erates also should be deducted from the
the much-reported lack of existing houses denominator, the firm pointed out in an-
for sale by homeowners loath to part with other note it published this past week.
their ultralow-rate mortgages. NDR calculates the cash-adjusted P/E for
Nevertheless, with mortgage rates more the S&P 500 at 21.4 times trailing earnings,
than doubling, the rise in home prices could versus a long-term average of 16.2 times. The
be about to change, writes George Gon- operating P/E for the S&P is 20.2, versus a
calves, head of U.S. macro strategy at MUFG long-term average of 18.8 times. That’s a re-
Securities Americas. Prices of newly built versal from most of the ultralow-interest-rate
homes are beginning to ease as affordability era, when the cash-adjusted P/E was lower
bites, even with home builders providing than the operating P/E. “If interest rates
“buydowns” to reduce mortgage rates. prove to be the death blow to the secular bull
Little wonder the National Association market, the cash-adjusted P/E may present
of Home Builders’ confidence index de- the case more clearly than traditional valua-
clined in October to the lowest level since tion metrics,” the report concludes.
February. Home builders’ shares reflect The stock market is supposed to dis-
the same poor sentiment, with the iShares count the future, however. On that basis,
U.S. Home Construction exchange- the earnings yield on corporate equities
traded fund (ticker: ITB) off almost 19% from their projected profits in the coming 12
from its July peak. months lags behind what is promised by
To be sure, the decision to buy a home is the yield on corporate bonds. According to
driven by family circumstances as well as a report from Citigroup Research, the yield
the numbers. But the pure economics of on Baa corporates (or BBB, the low end of
residential housing have been upset by the investment-grade debt) tops the year-ahead
rise in interest rates. According to a post on expected earnings yield on the S&P 500 for
X, formerly known as Twitter, by the Ko- the first time since December 2009 (which
bessi Letter of a chart from Reventure Con- the bank noted was when the 30-year Trea-
sulting, the return on residential housing is sury yield peaked at about 4.8%).
below the 10-year Treasury yield. That’s For pension funds with a return bogey in
based on the “cap rate,” or the return to an the 7% to 8% range, corporate bonds yield-
cambriafunds.com investor who buys a house to rent out. So, ing in the mid-6% range help get them close
who needs the hassle of being a landlord if to that target, Citi noted. That’s a less risky
you can earn more on a government bond? tack than boosting equities or alternative
Investing involves risk, including the possible loss of principal.
The increase in Treasury yields also investments, as many did when bonds
raises the bar for the returns from riskier yielded a fraction of what they do now.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment investments—and their valuations. Unlike Ultralow yields have been so ingrained
objectives, risk factors, charges and expense before investing. This and other information can be found in the when the Federal Reserve held its short-term for many market participants that I often
Fund’s full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our federal-funds rate at or near zero for most of hear 5% described as a high interest rate. As
website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money. For fund the post-2008-09 financial-crisis period, I wrote a month ago, when the 10-year note
performance as of the most recent month-end please visit www.cambriafunds.com. The performance data one-year T-bills, at 5.45% on Thursday, pro- reached 4.5%, that represented the average
quoted represents past performance. Past performance does not guarantee future results. vide substantially higher income than the rate on U.S. government debt going all the
dividend yield of the S&P 500 index, which way back to 1790. The return to interest-
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not is 1.62%, as Doug Kass, proprietor of Sea- rate normalcy may have some unpleasant
affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund. breeze Partners, helpfully passed along. impacts throughout asset classes. B
Treasuries have also become more com-
petitive with equities, as their yields have email: randall.forsyth@barrons.com
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ST R E E T W I S E
My alternative to Wall Street’s favored discounted
cash flow analysis for valuing stocks is less mathy
and more appropriately iffy.
Are Tech Stocks Too

how to accurately measure for stocks even oil monopoly Saudi Aramco is
in their four-century history. hitting those levels.
Step 3 onward: Use this made-up But Apple is already over $100 bil-
rate to calculate how much to pay to- lion in yearly free cash. And its capital
Pricey? Here’s Some

day for those unknowable future cash spending isn’t growing much. So even
flows. I’m leaving out some important moderate revenue increases could leave
steps, like calculating a terminal it with a Brewster’s Millions situation
value, which involves conjecture be- where it’s difficult to spend the cash.
Sanity-Check Math.
yond year 10, and adjusting for dis- (Richard Pryor, John Candy, 1985, in
tant, entirely theoretical debt levels. which a minor league baseball player
Don’t forget to express your answer has to blow $30 million in 30 days to
in the form of absolute certainty. inherit $300 million.) I rate the stock a
Here’s an alternative that’s less solid Meh, bordering on a Yeah.
mathy and more appropriately iffy. It Microsoft, Alphabet, and Amazon
S
doesn’t have a high-finance-sounding are three more companies with a path
tocks haven’t looked that did until this past week, when name. I’m considering “disgruntled to joining the $100 billion free-cash-
this overpriced in 20 Tesla (ticker: TSLA) had an earnings crash-flop electrolysis,” but I have to flow club at some point within the
years, one Wall Street oopsie-daisy, and fell behind Berk- check the trademark status. DCFE next several years, giving the U.S. the
economist wrote this shire Hathaway (BRK.B). More on involves starting with things we al- financial equivalent of four Aramcos.
past week. He cites the that in a moment. ready know, like today’s price, or can Amazon has much further to climb
10-year Treasury yield, The others are Microsoft (MSFT), safely assume, like that an investor than the others, and all carry regula-
recently up to about Alphabet (GOOGL), Amazon.com buying shares of one of these Big Tech tory risk, but the idea is the same:
5%, compared with the “earnings BY JACK (AMZN), and Meta Platforms companies would want to be decently Puttering around with the numbers,
yield” of the S&P 500 index, or the HOUGH (META), which report results in the rewarded—say, with 12% yearly re- today’s prices don’t look ludicrous in
price/earnings ratio flipped upside week ahead; Apple (AAPL), which is turns over the next five years. Ballpark light of the plausible path for free cash
down, which is also near 5%. As fi- up the following week; and Nvidia how much free cash the company flow. Ditto for Meta, but on a smaller
nance poindexters say, has the equity (NVDA), which reports closer to would have to be generating after those scale. Its management has stopped
risk premium collapsed to zero? That Thanksgiving. The P/E ratio for the five years to be worth that price. And yammering about the metaverse,
roughly translates to: Why take a seven has climbed from 29 to 45 this then sniff deeply at recent cash flow started yammering about artificial
chance on risky stocks when safe year. Are they in a bubble? trends to decide whether such a thing intelligence, and most important,
bonds seem similarly priced? Wall Street has a way to tell. It’s is plausible, resulting in a rating of slashed spending. Free cash flow
The bull response is that Treasury called discounted cash flow, or DCF Yeah, Meh, or Nah. Think of it as a could top $30 billion this year and
coupons are fixed, whereas company analysis, and it’s the basis for analyst sanity check, not a market timing tool. approach $50 billion in several years.
earnings tend to grow, so for long- price targets and Buy, Hold, and Sell Take Apple, the biggest of the Nvidia and Tesla are more difficult.
termers, safe bonds aren’t really on ratings. bunch. A 12% yearly compounded Before the pandemic, Nvidia was gen-
par with stocks. Also, rising bond Step 1: Predict precise free cash return would take its recent $175 erating free cash like a prosperous
yields like we’ve seen are commonly flows far into the future, say 10 years, share price to just over $300 in five chip maker—a few billion dollars a
assumed to nudge stock valuations even though Wall Street routinely years. Based on today’s market value year. Its current value implies that
lower. But maybe they don’t, if the guesses wrong on much easier mea- and how the share count has been within several years it will turn out
rising yields are a sign of a peppy sures like revenue for the current steadily declining, figure a future a Meta-like $50 billion, or remain an
economy and better earnings to come. quarter. value of $4 trillion. At minimum, an incredibly fast grower, or both. It
BofA Securities points out that since Step 2: Choose what’s called a dis- investor might expect to see a 4% free- could happen—the company has one
1945, the correlation between rising count rate, which is based in part on cash-flow yield on a mature business of the strongest positions in AI—but
real yields and falling P/E ratios has risk, which no one has figured out like that, or $160 billion a year. Not the assumptions are bold. And Tesla
been weak, and negative. Stick with stock this past week skidded 9% in a
stocks, in other words. day, after third-quarter results
I guess so. But also, if you broke up showed elevated discounting to sell
with bonds a few years ago when that BARRONS.COM/PODCASTS vehicles. That makes the free-cash
10-year Treasury yield was a fraction multiplication needed to justify the
of 1%, or if the recent outperformance
of stocks over bonds has left you too
stock-heavy, maybe raise your bond
Barron’s Streetwise current price a leap. Nah for both.
On the whole, prices look elevated
but not nuts. As for the equity risk
mix back to more ordinary levels. In a weekly podcast by Barron’s, columnist Jack Hough looks premium, it’s theoretical and ultimately
Let’s focus on another point the at the companies, people, and trends you should be watching. unknowable, but I recently gave it an
bulls make about the S&P 500’s valu- This is Wall Street like you’ve never heard before. Subscribe imaginary squeeze and it felt modestly
ation. It has been driven higher by to Barron’s Streetwise on Spotify, Apple Podcasts, positive. Which is good. B
recent gains for seven tech giants that or your favorite listening app.
carry the most sway in the index—or email: jack.hough@barrons.com
R E V IEW & PREV IEW 33,127.28 485.42 Sign up for the Review &
Preview daily newsletter at
Dow Industrials: - 543.01 Dow Global Index: - 12.45 Barrons.com/reviewpreview
LAST WEEK TH IS WEEK
Markets. President Joe Biden flew to Tuesday 10/24

Israel just after an explosion at a Gaza
hospital, which the U.S. believes was Big Tech earnings kick off with
caused by an errant Palestinian missile. results from Alphabet and Micro-
Tensions spread. Markets opened soft after the market closes on Tues-
strongly, then dipped as chip stocks day. Meta Platforms and Amazon.
took a hit after the U.S. imposed limits com follow with reports on Wednes-
on Nvidia’s AI chips made for China. day. The four stocks make up about
Treasury yields rose again after strong 18% of the S&P 500 index’s weight,
retail sales data, and stocks fell. The according to Dow Jones Market Data.
House also still needs a speaker. On the
week, the Dow industrials lost 1.6%, General Motors and Ford Motor,
the S&P 500 was off 2.39%, and the two of three Detroit auto makers
Nasdaq Composite fell 3.16%. where the United Auto Workers are
striking, announce earnings on Tues-
Companies. Activewear company day and Thursday, respectively. Man-
Lululemon Athletica joined the S&P agement might provide an update on
500, replacing Microsoft’s Activision talks with the UAW. The strike also
A Rising Wave
Going Bust The number of companies that
Blizzard. China’s Country Garden
defaulted on its offshore debt after fail-
targets Chrysler parent Stellantis.
filed for bankruptcy so far in 2023 is ing to pay $15 million during a grace
the second highest since 2010, period. Goldman Sachs reported Thursday 10/26
Is Trending only behind 2020.
1500
Q1-Q3 Q4
a 33% drop in quarterly earnings,
Morgan Stanley’s wealth unit slowed,
Bank of America beat, Tesla missed,
and Netflix added nine million sub-
A busy week for economic data starts
with an estimate of third-quarter
gross domestic product on Thursday
Rite Aid filed for bankruptcy this past week, add- scribers and raised prices. and ends with the personal-consump-
ing to a growing list of companies going bust in 1000 tion expenditures price index for Sep-
2023. By the end of September, 516 U.S. companies 500 Deals. Rite Aid filed for Chapter 11, tember on Friday. Economists see
had declared bankruptcy, according to S&P Global, felled by lawsuits over its role in the GDP at a seasonally adjusted 3.3%,
twice the 263 insolvencies in the first nine months 0 opioid crisis, and began selling as- and core PCE, which strips out food
of 2022 and just shy of 518 in the first nine months 2010 '15 '20 sets. First up: its pharmacy benefit and energy prices, rising to 3.6%,
of 2020, when Covid-19 lockdowns forced many Source: S&P Global management business, for $575 mil- according to FactSet.
businesses to shutter. Besides 2020, this year’s lion...Albemarle’s $4.2 billion bid for
bankruptcy toll has been the worst since 2010. Australian lithium producer Lion-
Insolvencies have ticked up as companies with Hot Spots town Resources fell apart after iron- Friday 10/27
low cash reserves get squeezed by inflation and The number of bankruptcies varies ore miner Hancock Prospecting
rising interest rates. Companies with weak balance widely by sector. built a large minority stake…Thermo Oil majors Chevron and Exxon
sheets have been especially vulnerable to debt de- 0 50 100 Fisher said it would buy Swedish Mobil report financial results. The
faults. Last year, Barron’s flagged seven companies Consumer protein specialist Olink for $3.1 bil- price of crude has remained below
Discretionary
at risk of liquidity squeezes from weak cash bal- lion...Wyndham Hotel & Resorts $100 a barrel despite geopolitical
ances and high short-term debt. Three on the list Healthcare rejected a $7.8 billon takeover bid turmoil, which may be a major focus
have filed this year, including Rite Aid. Industrials from Choice Hotels. of the companies’ management.
The pharmacy chain has long struggled with
Financials
a declining business, a dwindling number of stores,
Consumer
and losses—aggravated by lawsuits over its role Staples
in the opioid epidemic. Rite Aid said it would close THE NUMBERS
Energy
more stores following the filing and sell assets. Information
Consumer-discretionary companies like Rite Aid
have led the insolvency parade, squeezed by e-com-
Technology
Communication 300 K $120 22 $24 K
Illustration by Elias Stein
Services
merce and shoppers tightening their belts. As of Number of acres Average cost of a Where the U.S. The cost of
Materials
September, 64 in the sector had filed. Across all dedicated to ticket to 100 North falls among 47 insuring a family
Real
sectors, 18 had liabilities of over $1 billion, notes Estate growing oranges American live en- nations in a Mercer through an em-
S&P Global, including SVB Financial in March, Bed in Florida, a little tertainment tours CFA Institute rank- ployer health plan,
Utilities
Bath & Beyond in April, and SmileDirectClub in more than half in 2023, twice as ing of retirement. up 7% this year,
September. Get ready for more. — Evie Liu Source: S&P Global that of 2000 much as in 2009 Grade: C+. largest since 2011
How BMW’s EV Push

Can Drive Its Shares
expect—we took one for a drive—but
The high-end German car maker it’s quieter, roomier, and goes from zero
to 60 in 4.5 seconds.
is quietly going electric while still
Producing a great EV or two by
selling lots of traditional cars. itself doesn’t make an auto stock
The stock’s upside: more than 40%. worth owning. But it does mean that
a traditional car maker has a viable
business model down the road, even
BY AL ROOT if the global market for gas-powered
B
cars is half its current size in 2030,
MW boasts that it makes as Wall Street, and the car companies,
the “ultimate driving ma- expect. Without the existential risk of
chine.” The company may a declining gasoline-car business, in-
also have the ultimate vestors can evaluate BMW stock
electric-vehicle stock based on its fundamentals.
not named Tesla. Not everything is perfect. Pricing,
BMW (ticker: BMW. for instance, will act as a headwind.
Germany) isn’t known for EVs. It’s a New-car prices in the U.S. are still
luxury auto maker that makes sleek, up more than 20% from prepan- the right choice, says Houchois. BMW’s 2023 all- BMW
electric i7 xDrive
stylish—and pricey—sedans such as demic levels, which has been helpful The company has also been careful sedan. (BMW / XE)
the 8 Series Gran Coupe, the M3 for operating profit margins that are with its spending. Wall Street expects
€120 YTD Change
sports car, and the X5 Sports Activity expected to hit 11% at BMW in 2023, BMW to invest about 6% of sales
Vehicle. But the German company has up from a historical average of 9%. back into the business over the next 14.1%
also become a stealth EV play. It deliv- Wall Street projects that margins three years, a little less than the rate 100
Market Value
ered 93,931 all-battery electric vehi- will fall back to 9% in coming years, that GM is projected to invest. That
cles, or BEVs, during the third quarter pressuring earnings, which could hit amounts to almost $30 billion, leav- 80 $64.1 B
of 2023, more than General Motors $17.50 a share in 2024 after peaking ing an estimated $24 billion in free
2024E EPS
(GM), Ford Motor (F), and Rivian at almost $29 in 2022. cash flow, with some flowing into 60
Automotive (RIVN) combined. But declining earnings don’t have dividends. $17.50
Some traditional auto makers have to mean a falling stock. Jefferies’ European auto makers typically
larger EV businesses, but few can Houchois has a Buy rating and a $116 declare a variable payout once a year, 40 Dividend Yield*
match BMW’s sales mix. The larger price target on the shares, up 14% and BMW dispersed $9 a share in 2021 ’22 ’23 8.9%
Volkswagen (VOW.Germany), for from a recent $101.53. That price im- 2023. Based on cash flow expected in
instance, sold 210,000 BEVs during plies that the stock can trade at seven coming quarters, investors can ex- E=estimate, *Variable Source: FactSet
the third quarter, but that amounted times his below-consensus earnings pect something from $6 to $9 a share
to 9% of total sales. BEVs made up estimate of $16.20 a share in 2024. in 2024. At the midpoint, shares
15% of BMW’s total third-quarter And if BMW can defend margins would yield 7% based on recent prices.
sales, up from less than 9% the year better than the market expects? BMW’s balance sheet looks rock
before, a number that doesn’t include Houchois sees potential for the solid, too. Not including its finance
its hybrid sales. That puts the com- stock to hit $143, up 41%. Fast Forward arm, which makes car loans to cus-
pany in an enviable position. “BMW BMW's EV mix is larger than other traditional auto makers. tomers eager to buy new BMWs, the
W
has both kept powertrain options hat is the market missing? Battery electric vehicles as a percentage of total sales volume
company has $20 billion more cash
open and been methodical about Houchois points to three than debt on the books, or almost
developing EVs,” says Jefferies ana- things: capital efficiency, a BMW VW GM* Ford* a third of its market capitalization.
lyst Philippe Houchois. fortress balance sheet, and Adjusting for cash takes the price/
BMW’s EV lineup doesn’t look all a below-the-radar decision about its 20% earnings ratio on estimated 2024
that different from its traditional one. It Chinese business. earnings to about four times. Tradi-
includes all-electric versions of the i4, BMW purchased a majority stake tional auto makers rarely trade with
i5, and i7 sedans, as well as the electric in its Chinese joint venture in 2022. 10 premium multiples, especially with
iX sport utility vehicle. At their core, Now it consolidates its Chinese busi- the uncertainty of the EV transition
they’re the same cars that BMW driv- ness in its financial statements instead under way.
Courtesy of BMW
0
ers already know, just electrified. The of reporting it as equity income. More That seems too low for an auto
iX xDrive50 SUV, which starts at about important, it now fully controls its Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 maker doing all the right things. It
$90,000, has the handling, ride, and own stake in the world’s largest mar- 2021 ’22 ’23 may take time, but you can add BMW
*U.S. sales only
build quality that BMW drivers should ket for new cars and new EVs. That’s Source: Company reports stock to your list of EV winners. B
Here’s One
handful of public firms, could cool if
returns flag in increasingly crowded
markets such as private equity and
private credit, where loans are made
Way to Play to highly indebted companies.

BlackRock is the largest asset man-
ager, with more than $9 trillion under
More Interest management. It has the leading ETF

platform in iShares, a huge bond oper-
ation, and a growing technology busi-
In Bonds
ness anchored by Aladdin, a popular
portfolio-management tool for profes-
sional investors. The stock, at about
$620, trades for 17 times projected 2023
earnings, a premium to the group, but
Asset managers are cheap, and a discount to its historical multiple and
investment flows could grow. the market. It yields over 3%.
BlackRock suffered outflows from
long-term funds in the third quarter.
BY ANDREW BARY “Growth hit a speed bump,” Brown
T
says. “This is an attractive entry point
raditional asset managers in the stock.”
face a litany of problems, BlackRock CEO Larry Fink high-
from the shift to low-fee lighted the firm’s bond platform on Larry Fink, CEO Vanguard and Fidelity. The firm has earnings. The company favors share
of BlackRock, the
passive investment strate- a recent earnings call, saying “as we largest U.S. asset been bedeviled by outflows, however, buybacks, having bought back more
gies like exchange-traded approach peak interest rates, we manager, says the including $20 billion in the second than 25% of its stock since 2018.
firm expects a
funds to a growing investor expect a resurgence of fixed-income “resurgence” of
quarter, and analysts project a similar Federated Hermes’ business is dom-
preference for alternative flows, with clients capitalizing on fixed-income amount in the third. Equity fund per- inated by money-market mutual funds,
assets such as private credit funds. higher yields.” investment flows. formance has flagged in recent years. which account for about 70% of its
The result is that their once-popular AllianceBernstein has a mix of The firm is looking to cut about $200 $700 billion in assets. Many target
stocks no longer have many fans. stock, bond, and alternative assets, and million in annual expenses. institutional investors. Higher short-
Yet with several stocks trading for an attractive private-wealth manage- T. Rowe Price has a safe, 5% divi- term interest rates boosted money-
under 10 times projected 2023 earnings ment business. Majority owned by life dend yield and a strong balance sheet, fund investments by 16% in the year
and yielding 5% or more, investors insurer Equitable Holdings (EQH), with nearly $3 billion in cash and in- ended in June. Brown likes the stock,
ought to take a closer look. Some of the the company has a tax-friendly part- vestments, about 10% of its market now $33 and selling for 10 times pro-
better plays include industry leader nership structure, and the units, now value. The nearly $400 billion target- jected 2023 earnings. It yields 3.4%.
BlackRock (ticker: BLK), as well as around $30, trade for about 11 times date franchise continues to generate
A
T. Rowe Price Group (TROW), projected 2023 earnings. The company inflows. The stock, at about $98, trades n acquisitive Franklin Re-
AllianceBernstein Holding (AB), pays out nearly all of its earnings in for 14 times projected 2023 earnings. sources has diversified into
Federated Hermes (FHI), and distributions, and yields 8.8%. Affiliated Managers has bought alternatives in recent years.
Affiliated Managers Group (AMG). “It’s one of the few firms with in- stakes in about 40 managers, and They now represent about
A stronger stock market like this flows into actively managed equities, shares revenue with them. They in- 20% of assets.
year’s would normally boost the a great municipal bond business, and clude ESG specialist Parnassus Invest- The stock, at about $23, trades for
stocks because it leads to more assets an improving margin story” says John ments, value manager Yacktman, and 10 times estimated 2023 earnings and
under management and larger fees Dunn, an Evercore ISI analyst. alternatives-focused AQR. The com- yields 5.2%. Flow trends have im-
and profits. But weak investment T. Rowe Price has a large growth- pany has a much higher exposure to proved in recent quarters and were
flows have rattled investors who focus stock mutual fund business and the higher-fee alternatives than many positive in the June quarter. Profit
on organic growth. The leading firms third-largest group of target-date funds peers. The stock, around $127, trades trends have been weak, however, with
are in the red this year, and shares of geared toward retirement plans, behind for just seven times projected 2023 earnings per share down 23% in the
several hit 52-week lows last week. June quarter.
“The stock market is up, but it has Franklin has about a third of its
been concentrated in a handful of Follow the Money assets in bonds. It could benefit if
stocks,” says KBW analyst Michael Traditional asset managers have cheap stocks and attractive yields. The group could benefit from any higher rates draw more investment.
Brown. “That hasn’t improved senti- improvement in investment flows. Invesco is a big bond manager and
ment enough to drive flows back into Recent YTD Dividend Market has the fourth-largest ETF platform
Company / Ticker Price Change 2023E EPS 2023E P/E Yield Value (billion)
these stocks.” in the industry, including the popular
What could go right? Flows could AllianceBernstein / AB $29.36 -14.6% $2.57 11.5 8.9% $3.4 Invesco QQQ Trust (QQQ), which
become less negative, and third-quarter Affiliated Managers / AMG 127.01 -19.9 17.72 7.2 0.0 4.6 tracks the Nasdaq 100. It had flattish
profit reports might offer some hope- BlackRock / BLK 616.44 -13.0 36.56 17.3 3.2 94.4 flows in the first half of 2023.
Dhiraj Singh/Bloomberg
ful signs. Federated Hermes/ FHI 32.82 -9.6 3.29 10.0 3.4 3.0
The stock, at about $13, trades for
Bond investments look more attrac- nine times projected 2023 earnings
Franklin Resources / BEN 22.98 -13.0 2.35 9.7 5.2 11.6
tive than in the past 15 years, which and yields almost 6%. Earnings are
could prompt investments in fixed- Invesco / IVZ 13.05 -27.5 1.48 8.8 5.9 6.0 expected to fall more than 10% to
income funds. The current mania for T. Rowe Price / TROW 98.02 -10.0 7.11 14.2 5.0 22.6 about $1.50 a share this year but
alternatives, the specialty of just a E=estimate Sources, FactSet, Bloomberg rebound to $1.70 in 2024. B
Crypto Is Lobbying
company employees, led largely by Coinbase Global (COIN) is how core
FTX and its founder, Sam Bankman- activities like trading and brokerage
Fried, have given $98 million in con- services will be regulated. For the
tributions to congressional lawmak- broader financial industry, Congress
Congress Hard. It Wants

ers’ campaigns. may hold the keys to new revenue
Leading congressional figures in streams in products like ETFs, in
both the House and Senate have raised trading profits on tokens, and in ac-
money from crypto executives. While cess to crypto through 401(k) plans, a
Republicans tend to be more crypto project that Fidelity is leading.
More Than a Bitcoin ETF.

friendly, Democrats like Gillibrand “Lobbyists from the crypto indus-
have headlined fund-raisers as the try are literally in lawmakers’ offices
industry seeks bipartisan support for every day,” says Mark Hays, an ana-
its legislative initiatives. A Gillibrand lyst and lobbyist for Americans for
spokesman declined to comment. Financial Reform, which is a frequent
The push is coming as one of critic of the token industry.
The industry is urging lawmakers to clarify how it will be regulated. crypto’s most coveted goals—a Bit- The demise of Bankman-Fried, on
Despite FTX’s demise, the pricey persuasion campaign continues. coin ETF—seems close at hand. The trial for fraud, dried up a large chunk
Securities and Exchange Commission of the money flow. Bankman-Fried
appears poised to approve at least and other FTX executives gave tens of
one spot-based Bitcoin ETF, follow- millions of dollars in campaign contri-
BY JOE LIGHT ing a decision not to appeal a loss in butions while lobbying for legislation
A
court over the Grayscale Bitcoin that would lighten oversight of the
Bitcoin exchange-traded Trust (ticker: GBTC). Grayscale and industry.
fund may be coming fund companies like BlackRock With Bankman-Fried gone, Coin-
soon, giving crypto back- (BLK), ARK Invest, and Fidelity In- base has emerged as the driving force
ers their biggest victory vestments may soon launch spot- of crypto lobbying. Over the past year,
in a decade. For crypto to based Bitcoin ETFs. Coinbase CEO Brian Armstrong has
make it further into the What the industry wants next is become a familiar presence in Wash-
mainstream, it may need for Congress to step up. After nearly ington, leading what Coinbase hopes
a hand from Congress. The industry’s a decade of legal wrangling over a will become a grassroots movement to
lobbyists are working feverishly to Bitcoin ETF, companies don’t want to push lawmakers to make crypto a
make it happen. remain at the mercy of judges trying priority.
Two recent events illustrate how to apply decades-old securities and In late September, Coinbase led a
crypto money keeps flowing. Sen. trading rules to crypto. Instead, the “Stand With Crypto Day” in Washing-
Kirsten Gillibrand (D., N.Y.) held a industry wants Congress to clarify or ton and helped pay to fly in nearly 50
campaign fund-raiser in Manhattan change the law, partly to shield itself crypto executives and investors to
in September, delivering upbeat re- from regulators who view crypto as meet with lawmakers in the House
marks about legislation moving Coinbase ramped up its presence in Washington, D.C., during a lawless and dangerous. and Senate. Company leaders met
through Congress that would clarify “Stand With Crypto Day” in September. At stake for companies such as with lawmakers in both parties, in-
how crypto should be regulated, ac-
cording to attendees and an invita-
tion seen by Barron’s. Access to the From left: Law-
makers Pat Toomey,
event, held in the SoHo apartment of Kirsten Gillibrand,
a crypto executive, went for $500 to Cynthia Lummis, and
Patrick McHenry
$21,600 per head. onstage with Coin-
The previous day, dozens of crypto Desk’s Jesse Hamil-
executives hosted a fund-raiser for ton at a crypto
conference in 2022.
Republican presidential candidate
Vivek Ramaswamy, who attended an
Courtesy of Coinbase (top left); Suzanne Cordeiro/Shutterstock

industry conference in New York. The
cost of attendance ranged from $1,000
for a ticket to $6,600 to co-host. “If we
want to see crypto prioritized as a
campaign issue, we need to show can-
didates that our support matters!”
read the invitation.
Crypto and Washington, D.C.,
seem locked in a mutual embrace. In
the second quarter, crypto firms
spent nearly $6.6 million on lobby-
ing, the most in any quarter, accord-
ing to federal records compiled by
OpenSecrets.org. Since 2020, the
industry has spent more than $45
million on lobbying, while crypto
Bouncing Back
Bitcoin has soared this year and rallied lately on hopes for an ETF.
100%
80 “History shows that it doesn’t pay

to try to time the stock market, but
60
there are times when risk levels have
40 increased to a point where it is wise to
have a safety net - like dividends.”
20
0 Jim Cullen
2023 Oct.
Source: CoinDesk
cluding House Minority Leader ity over tokens and establish rules for
Hakeem Jeffries (D., N.Y.) and House “stablecoins,” digital-dollar tokens like We have developed a variety of
Financial Services Committee Chair- USDC, which Coinbase has a stake in.
man Patrick McHenry (R., N.C.), the Crypto firms are also trying to play value-based strategies beyond the
temporary House speaker. defense—lobbying against bills that
Crypto executives also targeted would impose anti-money-laundering
original Value Equity strategy.
lawmakers in swing states like Texas, requirements that executives say are
Florida, and Ohio, making a case for costly or impossible to comply with in
crypto as a 2024 campaign issue. the decentralized world of blockchain-
“Ultimately, we need those elected based assets and trading. Their task
High Dividend Equity
officials to understand that the crypto has gotten harder, however, with ev-
voter can make a difference about ery ransomware hack or terrorist at- Enhanced Equity Income
whether they win or lose elections,” tack funded in part with tokens. Be-
said Haun Ventures Chief Strategy fore and after attacking Israel, Hamas- Value Equity
Officer Chris Lehane on a webcast linked groups solicited crypto
recapping the event. “Once it becomes donations. Small Cap Value

that relevant to elected officials, the There are some bills creeping to-
system begins to move.” ward the goal. The House Financial
What Coinbase and other compa- Services Committee, for instance, has
International High Dividend
nies want is a shield from the SEC, advanced Coinbase-supported bills on
which has taken a harsh stance on crypto market structure and stable- Emerging Markets High Dividend
crypto under Chair Gary Gensler. coins on bipartisan votes, paving the
Coinbase is fighting an SEC lawsuit way for a full House vote. But there Water Impact
over its core business practices. Bi- hasn’t been any indication that Senate
nance, the world’s largest crypto ex- Democrats will take up the measure,
change, faces a similar lawsuit and is or that President Joe Biden would sign
fighting it in court. a crypto bill. schafer-cullen.com
Gensler argues that most token With spending bills likely to be
trading on Coinbase, aside from Bit- Congress’ main priority this year, 212.644.1800
coin, is illegal. In a worst-case scenario, and Congress shifting to election
the regulatory crackdown could wipe mode in 2024, a controversial crypto info@schafer-cullen.com
out more than a third of Coinbase’s bill is unlikely to make progress for
revenue, says Berenberg Capital Mar- some time.
kets analyst Mark Palmer. “There’s “The FTX collapse was a setback, Schafer Cullen Capital Management is an independent investment advisor
little hope in changing the stance of the but I think there is a realization registered under the Investment Advisers Act of 1940. This information should
majority of the commissioners at the among some in Congress that crypto not be used as the primary basis for any investment decision nor, should it be
SEC in the near term,” he says. is here to stay,” says Kristin Smith, construed as advice to meet a particular investment need. It should not be
Rather than wait for courts to rule, CEO of the Blockchain Association, an assumed that any security transaction, holding or sector discussed has been
Coinbase and other firms hope Con- industry trade group. For now, the or will be profitable, or that future recommendations or decisions we make will
gress will carve out crypto from securi- industry may have to be content with be profitable or equal the investment performance discussed herein. A list of
ties rules. Executives from Coinbase a Bitcoin ETF, while its lobbying army all recommendations made by the Adviser in this strategy is available upon
and other companies have pushed for keeps pushing for a bill to make it request for the 12 months prior to the date of this report.
bills that would limit the SEC’s author- over the finish line next year. B
Charles
Schwab
Won’t Be
Dethroned
Despite snags with the TD Ameritrade
transition, Schwab has what it takes to win.
BY ANDREW WELSCH
F
inancial advisor John sons. The snags in the $1.3 trillion La- in our positioning for long-term Problems at a Profit Center
Robinson was sched- bor Day transition have come amid a growth,” said CEO Walt Bettinger. For decades, Schwab has been a leader
uled to move his cli- trying year for the company. The stock Many analysts agree and remain in the discount brokerage industry
ents’ funds to Charles is down 35%, bank deposits had fallen bullish on Schwab’s downtrodden and at the forefront of cutting costs
Schwab from TD 28% year over year as of Sept. 30, and stock. That’s because cash sorting will for consumers. But the growth of
Ameritrade over Labor net new assets tumbled in July and probably end as interest rates level off, Schwab’s bank, launched in 2003, has
Day weekend as part August as some Ameritrade customers they say. Also, thanks to its acquisition transformed the company. It made
of the brokerage industry’s largest and advisors migrated elsewhere. of TD Ameritrade, Schwab has enor- Schwab less reliant on trading reve-
account migration ever. He expected “Schwab is at a crossroads,” says mous scale and a commanding lead nue, allowing it to cut commissions
a snoozefest; instead, he says he expe- Michael Wong, an analyst at Morning- over the competition. Plus, Schwab to zero in 2019. That groundbreaking
rienced a “dumpster fire.” star. “There are a lot of potential posi- dominates the business of holding as- move forced its largest competitors,
A $1.7 million account was mistak- tive and negative catalysts in the next sets for the clients of independent fi- who were more reliant upon trading
enly assigned to him, and three of his two to six quarters.” nancial advisors. This space is difficult revenue, to follow suit. And then
client accounts totaling more than $4 Rising interest rates over the past for newcomers to break into, even Schwab bought TD Ameritrade, giving
million were incorrectly assigned to year have pressured Schwab’s bank, when there may be dissatisfied a huge boost to Schwab’s businesses
another advisor, he says. Robinson a key profit center. Customers have customers. serving retail investors and indepen-
tried calling Schwab’s (ticker: SCHW) moved billions of dollars out of the Schwab says that as far as the TD dent financial advisors.
service desk but couldn’t get through. company’s default low-interest bank transition goes, all is well. The over- The growth of Schwab’s bank also
He finally spoke to someone the next accounts to higher-yielding options, a whelming majority of TD Ameritrade explains why cash sorting among its
day about the missing accounts. “They process known as “cash sorting.” Be- clients have transitioned to Schwab customers has weighed so heavily on
asked me, ‘What’s the account num-
Schwab cause deposit outflows have exceeded successfully, and attrition is lower than the company’s earnings and been of
(SCHW / NYSE)
ber?’ ” he says. “And I said, ‘I don’t Schwab’s cash on hand, it has had to what Schwab had forecast. “Only a tiny such concern to investors. In 2022,
know. I can’t see the accounts.’ ” $90 rely on costly short-term borrowing, fraction of transitioning clients reached more than half of Schwab’s $20.8 bil-
Four days later, the accounts were which has caused its interest expenses out to us with a concern,” said a lion in revenue came from net interest
reassigned correctly, but the experience 80 to soar and taken a bite out of earnings. Schwab spokeswoman, adding that the revenue, or the difference between the
has left Robinson dispirited. Schwab Schwab’s third-quarter results, company’s priority is to quickly resolve interest it earns on bonds and loans
70
might lose his business. posted on Oct. 16, were better than any customer issues. and the interest it pays on cash. As
Photograph by Nicole Fara Silver

“It’s 50/50,” says Robinson, owner Wall Street’s forecast but still down As for Robinson, who oversees Barron’s observed four years ago:
60
of Financial Planning Hawaii. “My sharply from a year ago. During the about $295 million in assets, he says “The big profit center for Schwab
great preference is I’d very much like 50 company’s earnings call, executives his recently transferred clients are un- is now its bank.”
to leave. I’m disappointed. This is not didn’t release a dramatic new business happy with Schwab so far, but he notes The company sweeps clients’
what I was expecting.” 40 strategy or turnaround plan. Instead, that his options for moving client as- uninvested cash into bank accounts
Some Schwab customers may share Jan. Oct. they urged shareholders to be patient. sets elsewhere as an independent advi- that currently yield just 0.45%. But
the same sentiment, and Schwab inves- 2023 “Despite the environment, despite sor are extremely limited. “Where else because interest rates have soared,
tors may, too, though for different rea- Source: FactSet the noise, we are supremely confident can you go?” Schwab’s customers have been moving
cash to options such as money-market offers several). And, of course, raising Ahead of the Competition the frying pan into the fire,” he says.
funds that yield more than 5%. In the the rate on sweep accounts would im- Charles Schwab is the leader for Plus, advisors have few places to go.
past year, bank deposits have fallen by mediately dent earnings, so it is effec- custodying assets for independent The custody market has consolidated
28%, to $284 billion from $396 billion. tively off the table. financial advisors. into a handful of firms. Schwab con-
Schwab isn’t the only company be- trolled an estimated 54% of registered
Estimated custodial asset market share, 2021
ing hit with cash-sorting woes, but it Tech Bugs and Longer Waits investment advisor assets as of 2021,
has been hit particularly hard. Among After nearly three years of prepara- Charles Schwab Fidelity Pershing according to research firm Cerulli
the top 15 companies holding bank tion, Schwab has devoted considerable LPL Financial Other Associates. Schwab’s closest competi-
deposits, Schwab reported the largest resources this year to migrating TD tors, Fidelity and Bank of New York
year-over-year decrease in deposits— Ameritrade customers to its platform. Mellon’s Pershing, had 22% and 5%
31.1%—as of June 30, according to S&P Over Labor Day weekend, Schwab 16 of RIA assets, respectively.
Global Market Intelligence. moved more than 7,000 advisors and There are newer competitors in the
Often, the money doesn’t leave 3
$1.3 trillion of client assets. Although custody sector, including robo-advisor
Schwab’s platform, but the company some TD Ameritrade advisors left 5 Betterment, start-up Altruist, and
earns a lot less when investors move it Schwab over the summer before the 54% Goldman Sachs. But it has taken years
from the sweep accounts into higher- scheduled migration, most advisors for them to make even small inroads
yielding options. More troubling, stayed with Schwab for the Labor Day 22 into the custody business.
when deposit outflows exceed the transition. Some say they now regret it. “It’s very hard to compete with
company’s cash on hand, it has to bor- Advisors complain of tech glitches Schwab because competitors don’t
row funds to plug the gap, such as by and client data not transferring over Source: Cerulli Associates
have the same scale,” says Alex Fitch,
issuing certificates of deposit or bor- properly. Tim Guthrie, founder of portfolio manager and director of U.S.
rowing from the Federal Home Loan Bullseye Investment Management in research at Harris Associates. Fitch
Banks. Net interest revenue for the Cincinnati, says he has had difficulty adds a $45 ticket charge on Vanguard co-manages the Oakmark Select
third quarter fell 24% year over year using a tool to rebalance client port- purchases or sales of mutual funds, (OAKLX) and Oakmark Equity and
to $2.2 billion, due to higher interest folios, TD Ameritrade’s iRebal, which and that Schwab doesn’t permit Income (OAKBX) funds, both of
expenses. That hurts the top and bot- Schwab said it would bring over to its monthly automated purchases or sales which bought Schwab shares this year.
tom lines: Schwab revenue fell 16%, to platform. Among other issues, Guth- of Vanguard mutual funds. They say During the earnings call, Schwab’s
$4.6 billion, while adjusted net income rie says he discovered post-transition TD didn’t have the extra charge and CEO said the company had performed
dropped 31%, to $1.5 billion. that iRebal couldn’t handle more than allowed automated purchases. Schwab well amid challenging conditions.
Schwab executives say cash sorting 500 trades at a time, whereas at TD, says advisors were informed. “I understand that the overall back-
is abating and point to a slowing pace he routinely used it to do rebalancing To be sure, some advisors say their drop is decidedly negative and that, for
of deposit outflows. Many analysts involving more than 15,000 trades. transition went smoothly. Ryan Kelly, some, it is easier to focus on the near-
agree. First, a lot of investor cash that Schwab “We can still get everything done CEO of Spectrum Asset Management, term challenges,” Bettinger said. “But
was more rate sensitive has already Bank for clients; it just takes a lot more time, credits his staff’s preparation and I would encourage you to look at the
moved. Second, cash levels won’t go and clients also have to wait longer to Schwab’s resources for ensuring a entirety of our position.”
to zero because most investors keep
Deposits see service requests completed, and trouble-free move. “It was effortless Customers continue to bring
some dry powder on hand. Third, the Drop they are complaining about it,” he and easy for us, but we trained for it,” money to the firm, and Schwab oper-
Federal Reserve is nearing the end of Customers have says. says Kelly, who oversees more than ates in the fastest-growing segments
its rate increases. moved uninvested Schwab says that it has addressed $650 million in Newport Beach, Calif. of wealth management. Today,
Plus, Schwab doesn’t need to reverse cash from functionality issues and made Bernie Clark, head of advisor ser- Schwab has $7.82 trillion in assets,
the cash-sorting process to ease its low-paying improvements. vices at Schwab, says the company is split between retail investors and
accounts to
pain. “You just need cash sorting to Some advisors say that Schwab’s focused on helping advisors get the independent financial advisors. The
higher-paying
stop,” says Morningstar’s Wong. At options, such as technology and mobile app aren’t as most out of the platform. The company latter has been consistently growing
that point, the company can stop rely- money-market user friendly as TD Ameritrade’s app rolled out an update to its advisor plat- as streams of advisors leave big bro-
ing on high-cost funding to cover funds. was. Leslie Beck, owner of Compass form on Oct. 16 based on advisor feed- kerage firms such as Merrill Lynch
deposit outflows, and that will relieve Wealth Management in Rutherford, back. “Did we get everything perfect? to open their own independent
pressure on earnings. Bank deposits N.J., says her transition to Schwab’s Absolutely not,” Clark says. “This is an wealth management firms.
Although many analysts are bullish Q2 2022 platform went smoothly, but she evolving game, and we will continue to Schwab’s growth plans include add-
on the stock, many investors have sold $442 billion finds the technology wanting. For work hard to earn their business.” ing services for ultrahigh-net-worth
shares. Schwab’s stock trades around instance, she’s unable to view, clients (a lucrative demographic), ex-
$54, well below its 52-week high of Q3 2022 through Schwab’s advisor center, Fewer Options Than Ever panding its banking and lending capa-
$86.63. Investors want to see clearer 395.7 daily transactions across all of the Before bilities, and attracting more young
proof that cash sorting is over, says 125 client accounts she oversees—a For all of the advisor gripes and hand- investors. Schwab also intends to cut
William Blair analyst Jeff Schmitt. Q4 2022 timesaving feature she previously wringing, Schwab doesn’t face an im- costs by laying off staff and closing
“I think it’s a show-me story,” he says. 366.7 had at Ameritrade. minent threat of attrition—at least not some offices. Those moves may boost
“They have to see it to believe it.” “If a client wrote a check, if divi- in the short term. That’s because it’s a earnings next year.
Q1 2023
Schwab could stop cash sorting by dends were paid, I could see every- lot of work for independent advisors to Even with cash-sorting woes and
325.7
raising the rate it pays on sweep ac- thing,” she says. “It was a way for me transfer client accounts from one cus- some advisors’ frustrations with the
counts, which would delight the inde- Q2 2023 to check client activities. You cannot todian to another. Such moves typically TD Ameritrade transition, Schwab’s
pendent financial advisors it serves, 304.4
do that on Schwab. You have to go into take months to plan and execute. size and leadership status give it a big
as well. Some advisors complain they every single individual account, all 125, Robinson, the advisor who had lead over its rivals.
have to regularly move client cash out Q3 2023 and see what the transactions were.” missing accounts, says he is hesitant to “It’s difficult to imagine someone
of sweep accounts. But Schwab says 284.4 Advisor concerns extend beyond put his staff through another transition ousting Schwab from their dominant
clients are encouraged to seek higher- technology. For instance, some advisors after having just moved to Schwab competitive position,” says Harris
yielding options for their savings (and Source: company reports say they weren’t informed that Schwab from TD. “You don’t want to go from Associates’ Fitch. B
She later testified in support of the board to comply with a CDFI rule
Mnuchin during his January 2017 con- governing the demographic makeup of
firmation hearing to become secretary such boards.
of the U.S. Treasury, giving him ulti- Change is now in a legal struggle to
mate authority over the CDFI program. retain its CDFI status after an audit by
Bautista and the nonprofits she the agency that runs the program, the
founded had long been allies to busi- CDFI Fund, found that its lending to
nesses, such as Charter Communica- underserved groups was inadequate.
tions, T-Mobile, and First Republic Investigators from both the Securities
Bank, that were seeking to demon- and Exchange Commission and the
strate community support for mergers, Treasury’s law-enforcement arm are
regulatory relief, or other matters re- also looking into the company, Barron’s
quiring government approval. has reported. The agencies haven’t
Those companies invited Bautista to confirmed or denied the investigations.
sit on advisory boards and donated to Change maintains in court filings
her affiliated nonprofits, the National that it has been meeting its lending
Diversity Coalition and the National commitments and that the CDFI
Asian American Coalition. Fund’s analysis of its performance is
Illustration by Blake Cale; Katie Falkenberg/Los Angeles Times/Getty Images (Sugarman); Kevin Winter/Getty Images (Bautista); United States Department of the Treasury (Mnuchin)
Bautista said in a recent interview flawed. In response to questions about
that she has secured more benefits for the SEC’s apparent investigation,
groups she represents by working with Change has said it is the victim of dirty
businesses than by opposing them. tricks by a former employee. It has said
“If you are not at the table, you will it embraces the oversight from Trea-
be on the menu,” she says. sury’s inspector general.
Bautista says her support for Bautista, meanwhile, is being sued
Mnuchin helped her secure a spot on by the National Asian American Coali-
The Making of a Mortgage Giant

the Treasury’s advisory board for the tion for allegedly using the group to
CDFI program and laid the ground- enrich herself with state funds meant
work for meetings with officials who for distressed borrowers. Bautista says
were vital to Change’s swift certifica- the allegations are based on a misread-
tion in 2018. ing of how the cash was used.
Change said in a written response to
B
The Change Company was touted as a community-development leader. questions that it “is not aware of any autista, 63, was born in a small
How it became the country’s largest provider of exotic mortgages. impact or involvement of Mnuchin in fishing and farming community
CDFI applications including Change’s.” on one of the Philippine islands
A representative for Mnuchin didn’t that sprawl south from the country’s
provide a comment in response to Bar- capital, Manila. She says her family
BY JACOB ADELMAN wrote in the message to Change’s chief ron’s questions. was “dirt poor,” with her parents and
A
strategist, Steven Sugarman, and other As profit-seeking businesses are their eight children sharing a one-
s they sought support in early executives. “We are all smart, increasingly called on to meet social room home.
Washington for government pretty, charming, and we can sell!” goals, the lines between the private and At 20, Bautista emigrated to Califor-
certification as a community Becoming a CDFI would let Change philanthropic sectors have blurred. nia, where she founded a business that
lender, the creators of the write mortgages under special under- Change was forged in a gray area be- manufactured promotional merchan-
mortgage business that was writing standards that are meant to tween the two. The business grew on dise, like cups and calendars with cor-
to become the Change Com- ease lending to would-be home buyers the back of a government seal of ap- porate logos. That business led her into
pany presented themselves to the still from underserved groups. These buy- proval facilitated by a nonprofit. the nonprofit world. Her first position
young Trump administration as stew- ers are disproportionately hindered by Change used its CDFI status to was with the Greenlining Institute, a
ards of the disenfranchised. hazy credit backgrounds or spotty make billions each year in lightly docu- nonprofit founded by civil-rights lawyer
“This will be the gold standard of work histories. mented loans to the fabulously wealthy Bob Gnaizda to focus on the economic
community development,” said one of But getting certified would require and poor alike. empowerment of minority groups.
the planners, a nonprofit leader named the Southern California–based com- By 2022, it had exceeded Bautista’s With Gnaizda as a mentor, Bautista
Faith Bautista, in a press release at the pany to demonstrate that it had been lofty goal of becoming a top-10 mort- later established the groups that
time. doing enough business among under- gage lender: That year, it was the na- evolved into the National Asian Ameri-
Privately, Bautista and her team served communities to qualify for the tion’s biggest originator of nonqualified can Coalition and the National Diver-
were discussing how to use the hoped- designation. mortgages—loans with exotic features sity Coalition.
for Community Development Finan- It would be a tough claim to make, such as interest-only payment periods In 2014, the National Asian Ameri-
cial Institution, or CDFI, designation according to a Barron’s analysis of gov- and balloon payments. can Coalition was lead plaintiff in a
to launch their fledgling firm into the ernment disclosures from that time, Despite the success, Bautista’s rela- successful lawsuit against then–Cali-
financial-services stratosphere. but Change had the right person at its tionship with Sugarman soured. She fornia Gov. Jerry Brown, who had used
In one email to the group, viewed by side: Bautista was the founder of a Above, from left to left her role on Change’s advisory $369 million from a nationwide settle-
right: Change
Barron’s, Bautista said she would be nonprofit that, a few years earlier, had founder Steven
board in 2020. She says Sugarman ment with financial-crisis-era mort-
disappointed if the business were not helped neutralize opposition from Sugarman, nonprofit pushed her out after relying on her gage lenders to plug holes in the state’s
among the nation’s 10 biggest lenders other groups to a Southern California leader Faith Bau- connections to jump-start his business. budget, instead of using it to help trou-
tista, and former
within five years. bank merger that benefited then-busi- Treasury Secretary Change said its separation from bled borrowers.
“We have no competition!” she nessman Steven Mnuchin. Steven Mnuchin Bautista was cordial and that she left The lawsuit forced Brown to trans-
fer the settlement money to a special working to modify those predatory derserved communities and asking casting $1.2 trillion in mortgages for
fund to support housing counselors. loans, she says. about PL Capital’s own commitment to new-home purchases in 2018.
Those funds are now at the center of “They are beyond awesome,” Bau- diversity. “I want to get as many as we can in
the National Asian American Coalition tista told American Banker magazine “So far…we have been impressed the 1.2 trillion,” Bautista wrote back
complaint against Bautista. ahead of a hearing on the merger with Banc of California’s growth and to Sugarman in an email viewed by
The National Diversity Coalition and planned by federal regulators. “I don’t efforts at diversity,” Bautista and the Barron’s. “I’m ready! Just waiting for
National Asian American Coalition mind a public hearing because I will others wrote in their letter, which did you guys!”
often spoke up for business activity fill it up.” not address the governance issues Bautista says she believed the
that other nonprofit groups opposed. Mnuchin’s group received $3.4 bil- raised by Lashley. They told Lashley planned business could become one of
Bautista aided Charter Communi- lion from OneWest’s sale after the that they “would greatly appreciate the nation’s biggest lenders by concen-
cations by throwing the National Di- merger was approved. your providing us with the diversity trating on the many poor and minor-
versity Coalition’s support behind the Sugarman, 48, had a less hard- record of PL Capital.” ity borrowers who didn’t qualify for
company’s acquisition of Time War- scrabble childhood in the suburbs of Weeks later, Banc of California mortgages under conventional under-
ner Cable, which other nonprofits Southern California. He attended shifted into crisis mode after an anony- writing standards.
tried to halt. Dartmouth College and then Yale Law mous blogger posted a negative report The venture could do this while
Charter later placed her on its diver- School, before embarking on a career about the bank on the financial website avoiding the risks that imperiled lend-
sity committee, an appointment that that began with stints at McKinsey Seeking Alpha that caused the bank’s ers during the subprime-mortgage
came with a modest per diem stipend. and Lehman Brothers. share price to plummet. crisis by demanding large down pay-
She has taken on similar board roles In 2009, he started an investment Sugarman soon resigned from Banc ments that demonstrate an inherent
for T-Mobile and the now-defunct First firm called COR Capital that bought a of California amid an SEC investigation creditworthiness, she says.
Republic Bank after siding with those stake in San Diego–based First Pac- into whether the company misled in- From early on, there was overlap
companies in regulatory challenges. Trust Bancorp, which morphed into vestors in its public response to the between the for-profit Capital Corps
The companies have also donated to Banc of California. Sugarman became report. and the nonprofit National Diversity
her nonprofits. T-Mobile didn’t re- CEO of the publicly traded firm in Bautista says she was with Sugar- Coalition.
spond to a request for comment. Char- 2012. man in Washington in late January When Capital Corps had to form a
ter declined to comment. Under Sugarman’s leadership, Banc 2017 when he received a phone call Community Advisory Board as a pre-
Bautista says she sees no problem of California absorbed two regional informing him that he was being requisite to becoming a CDFI, Bautista
with accepting board appointments, banks, along with 20 area branches of ousted from the bank. recruited most of the National Diver-
funding, or other perks from busi- Puerto Rico–based Banco Popular. She was in the capital attending sity Coalition’s directors to serve on the
nesses that her nonprofits have Community outreach for the Banco Trump’s inaugural festivities at panel, she says.
helped, since she uses that financial Popular deal was led by former Los Mnuchin’s invitation, she says. Sugar- She became the advisory board’s
support and access to help the com- Angeles Mayor Antonio Villaraigosa, man was her guest. chair, and was promised a seat on the
munities she serves. whom Sugarman had hired to serve as The SEC concluded the probe in lender’s board of directors once it was
“Everyone has a conflict, but is that a Banc of California adviser. December 2019 without taking action. up and running, she says.
conflict good?” she says. “A good con- Sugarman and Bautista met for the Change said Sugarman left Banc of For the holidays that year, Sugar-
flict is to serve the people.” first time when the bank sought—and California voluntarily because he had man and Bautista co-hosted a fund-
Another of Bautista’s advocacy obtained—the National Asian Ameri- concerns about alleged improprieties raising event for the National Diversity
campaigns was on behalf of CIT can Coalition’s support for the acquisi- by other managers. Coalition at the posh Riviera Country
Group in its 2014 acquisition of One- tion, Bautista says. Club, where Sugarman was a member,
W
West Bank from an ownership group By mid-2016, Banc of California had ith Sugarman gone from the along with Larry David, Mark Wahl-
that included Mnuchin and Paul Ot- more than $10 billion in assets, up from bank he grew into a regional berg, and other celebrities.
ting, who later became comptroller of less than $1.5 billion when Sugarman powerhouse, he and Bautista “Their work helps ensure credit-
the currency under President Donald was named chief executive. Its directors began planning something new. It worthy small businesses and home-
Trump. Otting didn’t respond to a included Eric Holoman, then the presi- would combine his business savvy owners have access to the loans and
request for comment. dent of Magic Johnson Enterprises, with with her social activism and political capital they need to grow their busi-
OneWest was formed five years whom Sugarman served on the organiz- connections. nesses and strengthen our economy,”
earlier from assets once held by the ing committee that tried to bring the By October 2017, they were partners the hosts wrote of the National Diver-
failed IndyMac bank. Mnuchin and Olympics to Los Angeles in 2024. in a new lending enterprise that would sity Coalition in their invitation to the
Otting’s group acquired those assets But Sugarman had critics, most seek CDFI status to “focus on meeting event, which was viewed by Barron’s.
for $1.6 billion. Their partners in the notably Richard Lashley, co-founder of the credit needs of the unbanked and Sugarman, meanwhile, replaced
venture included John Paulson, George investment firm PL Capital, which
“We have no underbanked,” according to a press Gnaizda, who was then in poor health,
Soros, and Michael Dell. owned shares of the bank. Lashley competition! release distributed on behalf of the as the National Diversity Coalition’s
Nonprofits including the California argued in letters to Banc of California’s National Asian American Coalition. general counsel, a pro bono position.
Reinvestment Coalition—now called directors that it suffered from lapses in
We are all Bautista says she was granted equity He allowed the nonprofit to use part of
California Rise—and the Greenlining governance that were hurting its mar- smart, in the venture, which came to be Capital Corps’ office building in Pacific
Institute argued that regulators should ket value. pretty, known as Capital Corps. It leapt into Palisades, an affluent coastal enclave of
block the merger over what they said He highlighted directors’ approval the lending business by absorbing San Los Angeles, as a headquarters.
were OneWest’s neglect of low-income of what he saw as outsize compensa- charming, Ramon, Calif.–based Commerce Home When Capital Corps executives
communities and its aggressive foreclo- tion for Sugarman and of questionable and we can Mortgage, which had lent billions in joined Bautista’s nonprofits on an ad-
sure tactics. related-party transactions. recent years. Those businesses would vocacy trip to Washington a couple
Bautista bucked those groups to In response to its calls for change at sell!” later be combined into Change. months after it applied to become a
organize support for the merger. Many the bank, Lashley received a letter from Faith Bautista to Days after their new business was CDFI, Sugarman instructed the group
of OneWest’s distressed borrowers had Bautista and other leaders of the Na- Steven Sugarman announced, Sugarman sent around a not to volunteer their professional affil-
and other early
been victims of aggressive lending by tional Diversity Coalition praising Banc Change executives dispatch from a conference in Denver, iation during meetings with cabinet
IndyMac, and OneWest had been of California’s record of lending to un- in a 2017 email. where a study had been shared fore- members, lawmakers, and other offi-
cials on their jam-packed agenda, ac- originations due to rising Office of the Inspector Change said in its response to
cording to emails viewed by Barron’s. interest rates. It had, how- General is also seeking Barron’s questions that CFPB data
In one message, Sugarman told the ever, that year become the emails, text messages, can’t be used as a “proxy for CDFI
executives to introduce themselves as biggest originator of non- and other materials con- purposes because the methodologies
“a member or advisor” of the National qualified mortgages, ac- cerning Change, accord- are inconsistent and the reporting is
Diversity Coalition instead. cording to Scotsman Guide, ing to communications inconsistent.”
We “want everyone to focus on the a publisher of mortgage- from the agent that were The CDFI Fund referred questions
relationship with NDC for intros,” he business data. viewed by Barron’s. about the lender’s application to the
wrote. “If asked for further info we will Change’s growth in that In August, Change was U.S. Department of Justice, which is
say that we are working with a CDFI in sector was largely powered stripped of its CDFI certi- representing the agency in Change’s
the mortgage business called The Capi- by its certification as a fication after CDFI Fund legal challenge to its decertification.
tal Corps, or founded a bank, etc.” CDFI, which allowed it to officials determined that The Department of Justice provided no
Change said the message to attend- make mortgages without the firm’s lending to its response.
ees “was to ensure clarity among gov- requiring borrowers to target market communi- Bautista says details of the firm’s
ernment officials that they were there produce employment veri- ties had been inadequate. lending history were not shared with
advocating on behalf of the NDC’s fication records, banking That decertification has her.
mission, and not for any other busi- activity details, or other been put on hold by U.S. “I’m just a marketing person,” she
ness interest.” documentation that lend- District Judge James V. says.
Over five days, the group of Capital ers typically require. Selna in California, who Bautista says she doubts that any
Corps executives and nonprofit direc- “They have captured the market,” In late 2017, Change scheduled a mid-December hearing to lapses in the application were over-
founder Steven
tors met with Mnuchin; Kipp Kran- says Bautista. “It’s a gold mine.” Sugarman, far left, consider Change’s certification as the looked thanks to her relationships, but
buhl, the Treasury deputy assistant Barron’s previously reported that posted a photo to lawsuit proceeds. Change says there believes that they helped “expedite
Facebook showing
secretary in charge of community de- wealthy borrowers, including actor his connection to
are flaws in the CDFI Fund’s analysis. things you need to get approved.”
velopment and affordable housing pro- Johnny Depp and National Football one of the country’s “Clearly, these errors need to be reme-
B
grams; and Annie Donovan, then-di- League legend Tony Gonzalez, have most powerful fi- died, and we hope and trust they will autista stopped working with
nancial regulators,
rector of the CDFI Fund. been beneficiaries of Change’s lenient then-Treasury Sec- be,” Change has told Barron’s. Change in 2020. She says her
The executives and nonprofit leaders lending standards enabled by its CDFI retary Steven Change’s target markets are Black, relationship with Sugarman rup-
also had meetings arranged with the status. Mnuchin, far right. Hispanic, and low-income borrowers, tured when the National Diversity Co-
Faith Bautista, sec-
chairmen and directors of the Federal A Barron’s analysis showed that the ond from right, has and borrowers in designated low-in- alition’s chairwoman at the time
Reserve Board, the SEC, and the Fed- company also underperformed the said she helped come neighborhoods. Those are the harshly criticized him at a board meet-
bring the parties
eral Housing Finance Agency, and with industry in increasing lending to Black together, paving the
same targets that applied to Capital ing for the nonprofit.
Otting as comptroller of the currency. borrowers, and that only a small per- way for Change to Corps when it first sought CDFI certifi- The chairwoman accused him of
“That’s a damn good week,” said centage of its loans in key markets were receive a key certi- cation, according to Bautista. using his position as general counsel to
fication from a Trea-
former Republican Congressman affordable to people with low incomes. sury Department In exchange for their special status, direct the group’s advocacy to causes
Charlie Dent, who now leads an Aspen According to a lawsuit filed in June agency. CDFIs are required to do at least 60% that benefited his business, Bautista
Institute program that arranges educa- by a former Change executive, the com- of lending within their target markets, says.
tional forums for members of Con- pany misidentified the races, ethnici- both in terms of loan volume and dol- While she says she disagreed with
gress, after reviewing the agenda at ties, and income levels of its borrowers lars lent. There’s no centralized effort the chairwoman, she didn’t speak up
Barron’s request. “She’s clearly got in its annual reports to maintain CDFI to track CDFI lending, and the CDFI for Sugarman at the meeting, after
friends in high places.” certification. Fund allows its designees to largely which Sugarman resigned as the
Bautista says the most consequential The executive, Change’s former self-report progress toward their target group’s general counsel.
meeting was with Donovan, which had chief of staff, Adam Levine, said in the market commitments. Change said the nonprofit’s board at
been booked thanks to her connections suit that he was fired for directly rais- From the start, Change predecessor the time “expressed their immense
with Mnuchin. ing such issues with outside regula- Commerce Home Mortgage seems to gratitude and specifically asked him to
“I don’t want to brag, but it helps,” tors and with Villaraigosa, who had have struggled to meet those commit- continue advising the organization in
she says of the relationship. become Change’s chairman after its ments, according to Barron’s analysis of the future based on his substantial
Donovan says Bautista’s link to CDFI certification. lending data from the Consumer Finan- contributions.”
Screenshot by Barron’s; Source: @stevenalansugarman via Facebook

Mnuchin and her appointment to the Villaraigosa didn’t return requests cial Protection Bureau. In 2016, 47% of Following the board meeting, Sugar-
community board that advised her for comment. Commerce’s loan volume and 38% of its man ousted Bautista from his firm’s
agency put Capital Corps “high on our An attorney for Levine later dis- lending in dollar terms went to mem- Community Advisory Board and in-
radar screen,” but that it was not closed that he had shared information bers of at least one of its target markets, formed her that she would not be given
given any special treatment. with the SEC as a whistle-blower. short of the 60% requirement. the directorship of the firm she’d been
“They were reviewed like every- Change has alleged in court filings that The company similarly missed its promised, she says.
body else,” says Donovan, who had Levine filed his complaint against the targets in 2017, according to the Barron’s “You do things for people, and they
become CDFI Fund director during firm in an attempt to tarnish its reputa- analysis, which relied on anonymized forget about you,” she says.
the prior administration. tion by inviting media coverage, includ- loan records tracked by the CFPB. The After splitting with Change, Bau-
ing by Barron’s, as part of a scheme to data include borrowers’ demographic tista focused much of her attention on
C
apital Corps and Commerce extract a payment from the firm. and income characteristics. Chime TV, a network she founded to
Home Mortgage unified under The SEC has since begun question- The loans from 2016 and most of feature Asian-American-oriented pro-
the Change brand name in 2021, ing former employees over whether its 2017 would have been part of the com- gramming, which she has since sold.
when the firm’s lending peaked at $7.7 mortgages to Black and Hispanic bor- pany’s initial CDFI paperwork. Those Charter Communications agreed to
billion during that year’s homebuying rowers have been accurately recorded details were redacted from a copy of carry the station on its cable network. It
frenzy. on its government disclosures, Bar- the application that Barron’s received had a single outside investor, Bautista
Its lending fell to $5.9 billion in 2022, ron’s has reported. in response to a Freedom of Informa- says: Otting, the former OneWest exec-
following an industrywide decline in A special agent with the Treasury’s tion Act request. utive and comptroller of the currency. B
Athleisure Is Bigger Than

Zummo. “It’s just the way that we’re nies investors looking to play the
dressing now.” trend should consider—and avoid.
The dominance of the trend has
turned what used to be just a subset Pure-Play Athleisure
Ever. Lululemon Isn’t the

of the athletic apparel sector into a You can’t talk about athleisure with-
full-blown industry with a valuation out talking about Lululemon, which
of more than $350 billion globally, played a major role in defining the
according to Grand View Research. It category—and in making it investible
has also spurred a glut of competi- in the wake of its 2007 initial public
Only Stock to Play It.

tion. While there’s arguably still just offering. As Lululemon established
one pure-play public athleisure com- itself in the 2010s, it picked up mar-
pany—Lululemon (ticker: LULU)— ket share by appealing to the tastes of
the market also includes all the estab- women in a way its shoe companies-
lished and upstart sportswear and turned-athletic-brand competitors
shoe makers; mainstream apparel didn’t, says Abbie Zvejnieks, an ana-
Apparel that straddles athleticwear and loungewear Is now Americans’ de giants such as Gap (GPS), which has lyst at Piper Sandler. From 2016 to
facto uniform. Here are the companies best positioned to profit from it. its own athleisure label in Athleta; 2022, Lululemon’s slice of the U.S.
and a host of smaller, private brands, sportswear pie grew from 1.8% to
including Alo Yoga, Outdoor Voices, nearly 4%, according to GlobalData.
and Vuori. Classi-Zummo estimates In the same time frame, Nike’s
that in the three years following the (NKE) market share fell from 20.7%
pandemic, around 200 new brands to 16.3%.
have entered the athleisure market. Lululemon’s business has exploded
The challenge now, especially for as shoppers cast aside their “hard
dominant players such as Lululemon, pants” during the pandemic and be-
is gaining, or at least maintaining, yond. Its revenue surged 42% year
market share, says Classi-Zummo. over year in fiscal 2021 and another
Some of the same factors that make 30% last year. Its stock has followed a
athleisure one of the highest-margin similar trajectory, gaining around
sectors of apparel—a reliance on inex- 90% since March 2020, outperform-

pensive synthetic fabrics such as ny- ing the S&P 500 index’s 48% gain.
lon and spandex, relatively simple The shares are outperforming the
garments, limited change in products market again this year, even as the
from season to season—also make it overall retail sector has lagged be-
difficult to create a competitive advan- hind. Lululemon joined the S&P 500
tage. Apparel patents are rare, fabrics for the first time Wednesday.
are easy to reproduce, and there are Analysts who are bearish on the
only so many ways to redesign sports company point to missteps such as its
bras, joggers, and sweatshirts. The acquisition of Studio Mirror (Lulu-
challenge is easy to grok even if you lemon is now winding down the in-
aren’t a retail expert: Take away the home workout-device maker), and
branding, and could you really spot predict a slowing of the larger mar-
the differences in a pile of black leg- ket. Jefferies’ Randal Konik, one of
gings from, say, Adidas (ADS), Alo, three analysts with a Sell rating out
and Athleta? of the 35 tracked by FactSet, says
BY SABRINA ESCOBAR sure, a category that fuses athlet- The last is a prime example of how fashion may have reached peak ath-
T
icwear with loungewear and has it can go wrong. Athleta was Gap’s leisure during the pandemic and is
here’s a three-block become Americans’ de facto uniform. crown jewel throughout the pan- reverting toward more structured
stretch of Fifth Avenue In a January poll from market re- demic. Same-store sales for fiscal clothes. He also argues the company,
near Barron’s Manhattan search firm Appinio, nearly three- 2021 rose by 39% compared with whose leggings pricing starts at
offices that you could call quarters of respondents said they fiscal 2019, the company said. By around $100 a pair, could suffer as
Lycra Way. Within a wear workout clothes in their day-to- May 2022, however, the segment consumer budgets tighten.
three-minute walk, shop- day life. And as hybrid work sched- started losing ground as Athleta “Our simple message is: Nothing
pers can visit multistory ules and relaxed dress codes have struggled with “product acceptance good tends to last forever, particularly
outposts of Lululemon Athletica, blurred the lines between workwear challenges”—i.e., making apparel that in apparel,” says Konik.
Alo Yoga, Adidas, and Puma, all of and the rest of our wardrobes, athlei- resonated with shoppers. And while Still, the majority view on Wall
which are packed with a rainbow-col- sure companies have lept on the the Gap is attempting to turn things Street is that athleisure will remain
ored assortment of leggings, bra tops, chance to become office apparel pro- around (including replacing Athleta’s strong and that Lululemon will hold
hoodies, shorts, and every other viders too, with many now selling CEO), the athleisure brand hasn’t yet on to its industry-leading position.
Illustration by Kaitlin Brito
imaginable item of athletic-themed blazers, button-downs, and tailored found its way back to growth: In Zvejnieks says the company stands
apparel. trousers, all in the same easy, Gap’s most recent quarter, Athleta’s out for its proven ability to introduce
This sporty section of one of the stretchy fabrics as their gym wear. same-store sales declined by 7%, new, popular products and gain mar-
world’s most famous shopping “Activewear has really just solidi- with overall revenue down 1%. ket share across new categories, such
streets speaks to consumers’ seem- fied itself into our wardrobes,” says Below, a look at the current athlei- as men’s activewear, running, and
ingly unquenchable thirst for athlei- Circana analyst Kristen Classi- sure marketplace, and which compa- training.
I N C O M E I N V E ST I N G
“Their results are a testament of flagship brand. American Eagle
that,” she says. “They’re keeping up shares are up 30% this year.
with product innovation and provid-
ing a product that consumers want Private Players
even when they’re being much more Some of the hottest athleisure brands
selective in the current environment.” are smaller labels such as Alo Yoga,
Outdoor Voices, and Vuori. Vuori’s
Athleisure—and More
Investors who aren’t sold on Lulu-
lemon but remain interested in add-
store foot traffic surged by 704%, on
average, in the first eight months of
2023 compared with the same period
Have Your Gold and
ing some fashionable spandex to
their portfolios might look to the big
athletic or apparel companies.
in 2019, according to data from
Placer.ai. Alo, a favorite of celebrities
and influencers, saw foot traffic rise
Get Your Dividend, Too
When athleisure was taking root a by 120% during the same time frame.
decade or so ago, disrupters such as The company reportedly recorded
Lululemon and Athleta were suc- over $1 billion in sales in 2022, nearly
cessful in siphoning off women’s doubling its year-over-year growth. BY AL ROOT option is to buy gold-mining stocks, like
apparel customers from established Alo declined to confirm the revenue those in the VanEck Gold Miners ETF
G
players such as Under Armour estimate to Barron’s, saying it doesn’t rowing deficits. Government (GDX), which yields 1.6%, about the same
(UAA), Puma (PUM.Germany), Adi- share financial information. shutdowns. War in Ukraine as the S&P 500 index. Individual stocks
das, and Nike. Some have been more While these companies are pri- and the Middle East. If ever provide even more income.
effective than others in clawing it vately held, they should be on inves- there was a time to add some Gold miner Newmont (NEM), for in-
back. Nike, a Barron’s stock pick, tors’ radar for two reasons: first, be- gold to a portfolio, this would be it. The stance, targets a $1-per-share annual divi-
brought in nearly $14 billion in ap- cause their popularity and rapid only problem: Gold doesn’t pay a dividend at a gold price of $1,400 per troy
parel revenue in fiscal 2023 globally, growth are challenges to the bigger dend, so get the timing wrong and you’re ounce. Payouts vary depending on cash
up 8% year over year, excluding cur- players, and second, because analysts looking at dead money. Gold-mining flow, which, of course, depends mainly
rency fluctuations. expect to see at least a couple of them stocks, however, do—as does at least one on the gold price. At $1 a share per year,
Another athletic company to following in the footsteps of disrupt- exchange-traded fund. Newmont stock would yield about 2.6%,
watch is On Holding (ONON), ers such as On, which went public in Gold is, and has been for millennia, and investors get an extra 12 cents or so a
which has been on a tear recently, 2021. primarily a financial asset. Most of the year for every $100 above that level. With
with shares up a little over 50% for Sky Canaves, an analyst at Insider gold ever mined is still around some- gold averaging about $1,900 over the past
the year. The main driver of the com- Intelligence, is in that camp. She pos- where, either as jewelry or in a vault. It year, the company is paying about 40
pany’s growth has been demand for its that Vuori, known for its soft fab- doesn’t get consumed in some industrial cents a quarter, or $1.60 a year, or 4.1%
its patented shoe technology, but On rics and men’s joggers, would be an process or used for much else besides at the current price of $38.80.
is also successfully expanding into attractive candidate for an initial measuring wealth. That means annual While Newmont has had a tough
new categories, including apparel. public offering. The company re- mining output is small, relative to the year—the stock is down 18%—National
Over the past two quarters, the com- ceived a $400 million investment global stock of gold. Bank of Canada analyst Mike Parkin proj-
pany says clothing sales have grown and $4 billion valuation from Soft- It’s one reason gold is an ideal financial ects a strong second half for the company,
by more than 45% year over year. Bank in 2021, and has since been asset and why it is seen as a protection with production rising to about 3.3 mil-
Among the broader apparel com- growing aggressively. Alo Yoga could against everything from global disarray lion ounces compared with about 2.5 mil-
panies, the Street is cautious on Ath- be another candidate, she added. Nei- to plunging currencies—and just about lion ounces in the first half. A big second
leta’s parent company, Gap, which is ther company has made any com- anything else. half is part of the reason he rates shares
still in the early stages of its at- ments on their intentions to go pub- “Gold is a good hedge against local cur- Buy and has a price target of 92 Canadian
tempted turnaround. For a stronger lic, and both declined Barron’s rency devaluation,” says Centerstone Chief dollars, or $67, for the stock, an upside of
bet, consider 2022 Barron’s stock requests for comment. Investment Officer Abhay Deshpande—and about 73%.
pick American Eagle Outfitters One thing seems certain: Athlei- the “fear of something.” Centerstone’s Deshpande prefers
(AEO), which has seen strength from sure has become a fixture of postpan- The metal had a tough quarter, drop- Franco-Nevada (FNV), a so-called gold
Aerie, the company’s active and inti- demic life. “This isn’t a trend, this ping about 4% before rallying this past streamer. Streamers purchase an amount
mates segment; for the past six quar- isn’t a fad,” says Classi-Zummo, the week. Fear is on the rise. There is also per- of someone else’s mine production, typi-
ters, Aerie’s revenue growth has out- Circana analyst. “It has really solidi- sistent inflation and the risk of the Federal cally for an upfront payment and at a
paced that of American Eagle’s fied itself into our closets.” B Reserve “failing to achieve a soft landing fixed, relatively low price as the metal is
for the U.S. economy,” wrote Maxwell delivered, and then sell it for a profit.
Gold, State Street Global Advisors’ head of Franco helps finance new mining projects
A Winning Look? gold strategy, in an October report. and has a nose for the good ones.
Athleisure is going strong among the stylish set, but companies’ ability to capitalize One option is owning an ETF that At about $140 a share, Franco-Nevada
on the trend has been a mixed bag. holds the precious metal. State Street has stock yields about 1%, while the dividend
Total Return Pandemic Era the SPDR Gold Shares (ticker: GLD) and has grown to 34 cents in the most recent
Company / Ticker YTD 3-Yr. Return (3/31/20) the iShares Gold Trust (IAU). Both seek quarter, from six cents a quarter 10 years
Lululemon Athletica / LULU 29.6% 18.6% 119.0% to mirror gold price changes by owning ago. What’s more, it hasn’t been cut dur-
NIKE / NKE -12.2 -19.7 24.2 the real thing, which is kept in vaults. The ing that span, which has seen gold prices
gold, though, just sits there and doesn’t vary from about $1,000 an ounce to
American Eagle Outfitters / AEO 31.0 21.9 129.9
earn any income that is paid out to $2,000 an ounce.
On Holding AG / ONON 51.1 -25.9* N/A
investors. “They are the Berkshire Hathaway
S&P 500 14.3 25.9 69.8 Investors might as well get paid while of the gold industry,” says Deshpande.
*Starting 9/15/21, date of IPO. Source: Dow Jones Market Data waiting to see how things unfold. One And you can’t go wrong with that. B
F UN DS
Stocks with ties to artificial intelligence have
been on a roll. But AI has yet to prove its worth
in helping funds design portfolios or pick stocks.
Relax, Fund Portfolio

underperformance versus the S&P speculative, innovation-focused ETFs
500 stems from the latter being a large- have suffered, Silapachai says. But out-
cap index, which has outperformed performing broader markets isn’t the
smaller-cap indexes, he says. “AIEQ point of the fund. “The AI use is not
Manager. AI Isn’t
was meant to be a complement to the necessarily to beat the market, but
S&P 500, not a replacement,” he says. trying to define the market,” he says.
The AI Powered ETF takes a page Chris Berkel, investment advisor
from actively managed methods used and founder of AXIS Financial, has
Taking Your Job—Yet

by quantitative or systematic investors, experimented with AI to create port-
says Komson Silapachai, a partner at folios. He says investors tend to think
Sage Advisory. The fund’s struggles AI means that the computer is think-
may be due to active management un- ing for itself, rather than quickly gath-
derperforming indexes in general, not ering data and following human-
the fund’s methodology or process. created guidelines.
A
“It’s still pretty early for an AI- “The way we think of AI right now
rtificial intelligence is BY DEBBIE posite, and, according to Morningstar, focused actively managed fund. But is like, there’s a tree in my yard and I
this year’s hot invest- CARLSON their respective peers. I commend them for doing it,” he says. want to turn that into a desk,” he says.
ing theme, and tech- Chida Khatua, CEO and co-founder Matt Bartolini, head of SPDR Amer- “It doesn’t do that.”
nology and semicon- of EquBot, a partner in the AI Pow- icas Research, says the New Economies Khatua concurs that investors need
ductor funds are up ered ETF, says the fund uses IBM ETF uses natural-language processing to remember the purpose of using AI,
sharply. Watson’s language-processing ability to find innovative companies, catego- which is to see if it can improve over
Case in point: The to scour millions of financial and non- rizes them into themes, and uses a time against a preset objective, not to
$207.2 billion Invesco QQQ Trust financial data points for over 6,000 modified equal-weighting to balance tell the future.
(ticker: QQQ) and the $9.4 billion U.S. companies, targeting a risk- them. It doesn’t fit into specific style, “AI is not a crystal ball,” he says.
VanEck Semiconductor (SMH) adjusted return versus the broader market cap, or sector categorization. As with any fund, investors need
exchange-traded funds are up 39.3% U.S. equity market. Compared with its Morningstar mid- to look beyond the name to see what it
and 47.9%, respectively, both powered The team trained its AI on historical cap peers, it’s overweight technology holds and wether it fulfills their objec-
by returns of top holdings such as market performance to make probabi- and communication services, and tives, Berkel says. But he has other
Nvidia (NVDA). The $402.1 billion listic forecasts of how different securi- underweight consumer cyclicals. concerns about AI funds: “They actu-
SPDR S&P 500 ETF (SPY) is up a ties will perform, using much bigger With a more evenly distributed ally scare me a little bit. And the reason
mere 15.3%. data sets than ever possible before. market-cap profile, “naturally, we’re they scare me is because they don’t
What isn’t hot? The few ETFs that Currently, the fund is overweight fi- going to underperform the broader share what they’re looking at.”
use AI for portfolio construction and nancial services and industrials while market,” Bartolini says. Sometimes, AI’s use in portfolio
have three- or five-year track records. significantly underweight technology, The biggest misconception he sees methodology isn’t what contributes to
Even newly launched or repurposed versus its Morningstar peer group. with retail investors’ interest in AI is returns, like the Merlyn.AI fund. It’s an
ETFs using AI to pick stocks are lag- Morningstar considers AI Powered that they want a pure-play fund that adaptive momentum strategy that uses
ging behind broader markets. to be large-cap, but Khatua says it also invests only in companies exclusively genetic algorithms to cut hindsight
The oldest is the $103.6 million contains small- and mid-cap equities, creating the technology. “The reason it selection bias that can occur with
actively managed AI Powered Eq- and that a closer benchmark is the doesn’t exist is because there’s a lack of momentum strategies. The AI is more
uity ETF (AIEQ), which is up 6.5% small-blend iShares Russell 2000 consensus, and AI is very widespread “window dressing,” says Scott Juds,
year to date and has an annualized ETF (IWM), which is up 3.1% on a within different economic use cases,” chairman and CEO of Merlyn.AI.
4% five-year return. Its annual ex- five-year average, slightly under the AI he says. “It’s not intended to contribute to
pense ratio is 0.75%. The largest by Powered ETF’s return. The AI ETF’s As interest rates have increased, performance,” he says, attributing the
assets under management is the $1.6 weak returns to the momentum factor
billion index-based SDPR S&P underperforming.
Kensho New Economies Compos- The Robots Are Coming AI stock-picking may improve over
ite ETF (KOMP), which will turn five AI funds have underperformed broad-market indexes. time, Silapachai says. However, Brett
later this year. It’s up 0.08% year to Total Return
Manning, senior market analyst at
date and down 4.3% on a three-year ETF / Ticker YTD 1-Yr 3-Yr* 5-Yr* Expense Ratio AUM
Briefing.com, says the current use of AI
annualized return basis. It costs for portfolio construction proves the
AI Powered Equity / AIEQ 6.5% 5.2% -1.5% 4.0% 0.75% $103.6 mil.
0.20% annually. Meanwhile, the $16 efficient-market hypothesis, which
million passively managed Merlyn- SPDR S&P Kensho New Economies Composite / KOMP 0.1 5.1 -4.3 N/A 0.20 1.6 bil. suggests that current stock prices re-
.AI Bull-Rider Bear-Fighter ETF Merlyn.AI Bull-Rider Bear-Fighter / WIZ -1.1 0.4 -3.0 N/A 1.20 16.0 mil. flect all publicly available information.
(WIZ) is down 1.1% for the year and SPDR S&P 500 / SPY 15.3 23.9 9.5 11.1 0.10 402.1 bil. “I don’t think it will ever beat the
down 3% on a three-year average. It Invesco QQQ Trust / QQQ 39.3 42.6 9.3 16.6 0.20 207.2 bil. market,” he says. “There’s no ability to
has a 1.2% annual fee. move outside of that model and see
VanEck Semiconductor / SMH 47.9 75.4 18.1 26.2 0.35 9.4 bil.
The funds also are lagging behind things differently from the rest of the
*Annualized Return data as of Oct. 16
the S&P 500 index and Nasdaq Com- Sources: Morningstar; company reports market.” B
THE EC ONOMY
Investors should analyze spinoff stocks
as if they were new purchases, and act
accordingly.
Big-Name Stock
the spinoff, WK Kellogg (KLG), This year’s spinners include all of
named for company founder Will those household names, not to men-
Keith Kellogg. tion Laboratory Corp. of America
The names may not have much (LH), a familiar name in households
Spinoffs Are Going

rhyme or reason, but the spinoff strat- whose members get lots of medical
egy does. To find out what that is, I tests; BorgWarner (BWA), a house-
consulted Jim Osman, founder and hold name in large parts of the indus-
CEO of The Edge Group, a firm that trial Midwest; and Madison Square
Mainstream
specializes in analyzing spinoffs and Garden Entertainment (MSGE), a
special situations. “Spinoffs haven’t spinoff whose name is familiar to
necessarily been increasing in vol- those of us who live in the New York
ume,” Osman tells me, “but I would metropolitan area.
say the strategy is becoming main- There are three major reasons, Os-
stream. Hence all the big names.” man says, for so many spinoffs involv-
H
He says that 17 spinoffs in the U.S. ing big companies.
ave you ever BY ALLAN talk about the names these companies and elsewhere have been completed The first is the rise of activist inves-
woken up to SLOAN have chosen. GE HealthCare is the rare so far this year, and he expects seven tors who agitate for companies to
discover that a The writer is an one that’s easy to understand. Veralto more to be completed by year end. break themselves up to (at least theo-
company whose independent busi- is supposed to suggest something ex- The spinners’ market caps will total retically) increase shareholder value.
stock you didn’t ness journalist and alted in Latin, but what that has to do about $1 trillion at the time of the In GE’s case, activist Nelson Peltz had
buy has shown seven-time winner with its business, which involves water spins, he says. That’s without count- been demanding that the company
up in your in- of the Loeb Award, quality, is beyond me. Ditto Kenvue, ing the spinoff-like Kenvue transac- split itself up, which Osman says was
vestment portfolio overnight? business journal- which the company said comes from a tion. Throw that in, and the market a big factor in what GE is doing. (An-
That has happened to me four times ism’s highest honor. Scottish word for knowledge and a play caps would total about $1.45 trillion. other factor in GE’s spinoffs, in my
this year, which I began with a port- on “view.” Vernova, the new name for Spinoffs are tax-free to the spinner, opinion, is CEO Larry Culp, who had
folio of 22 individual stocks. It’s likely GE’s energy business, comes from which is one reason that they’re so a terrific 13-year run as CEO of Dana-
to happen to me at least once more Latin words for “green” and “new.” popular with U.S. businesses. They’re her, a company that did some success-
before the year ends. And it may well Kellogg is trying to split the differ- also tax-free to the recipient. ful spinoffs as well as making lots of
have happened to you—or be about to. ence. Consumers will still see the The same is true of the J&J-Kenvue acquisitions.)
Welcome to Spinoff City. iconic name at the grocery store, but transaction. The deal let J&J reduce its Second, Osman says, is that it has
Spinoffs consist of companies carv- those of us who are investors, too, will number of shares outstanding without become easier for parent companies to
ing off parts into new companies and have to learn to live with Kellanova having to use its cash or borrow money raise capital for to-be-spun-off compa-
distributing the new company’s shares (K), another attempt to sound new to do a buyback, and let shareholders nies than it once was, which makes the
to their shareholders. In my case, I got with old, Latin-sounding words. It diversify their pharmaceutical holdings spinoffs more attractive. In the past,
shares of Veralto (ticker: VLTO) from keeps the ticker K and the company’s without selling J&J stock and facing only a handful of big investors were
Danaher (DHR); Sandoz (SDZNY), snack foods. The cereals business is in possible capital-gains taxes. interested in providing financing to
from Novartis (NVS), which bought spinoffs. These days, Osman says,
Sandoz in 1996; and GE HealthCare private-equity firms, hedge funds, and
Technologies (GEHC) from General Spinoff Ups and Downs mutual funds are willing to do it.
Electric (GE). Investors should look at spinoffs as if they were new purchases, spinoff expert Third, increasing globalization has
Jim Osman advises. Four stocks illustrate how new issues can move.
In addition, I traded some of my made it easier for spinoffs to operate
Johnson & Johnson (JNJ) stock to Sandoz Group GE HealthCare Technologies Veralto Kenvue internationally, he says.
J&J in return for shares in Kenvue If you, like me, are a retail investor,
(KVUE), which owns J&J’s former what should you do with your
consumer health business. This was spinoffs? Osman says you should ana-
50%
an exchange offer rather than a spinoff, lyze spinoff stocks as if they were new
but my portfolio still ended up with a purchases, and act accordingly.
stock that I didn’t buy. Other house- 25 “Spins are worth keeping,” he says.
hold names like Kellogg and 3M “According to The Edge’s 23-year sur-
(MMM) have either done spinoffs this 0 vey, spins have a 35% chance of being
year or are planning to do them. taken over around the two-year mark.”
Finally, GE is planning to spin off its I’ve kept all of my spinoffs except
-25
aerospace business. Those of us who for Sandoz, which I sold because my
owned GE stock at the start of the year holding was too small to have a mean-
will end up owning GE HealthCare, -50 ingful impact on my overall portfolio.
GE Aerospace, and GE Vernova. Feb. 2023 Oct.
When last I looked, Sandoz was up
What on earth is going on here? 18% since my sale. Oh, well. But at least
We’ll get to that. But first we have to Note: The Johnson & Johnson-Kenvue transaction was an exchange. Source: FactSet I got material for a column out of it. B
T ECH T RADER
Netflix’s latest numbers provide the tech industry
with a playbook for successfully moving from
growth to profits.
Netflix Turns the

singer, speaking at the Economic Club passed a year later.
of New York, said the battle for chip The Chips Act is the “most impor-
manufacturing supremacy had tant piece of industrial policy since
reached a critical moment. World War II,” Gelsinger said. But
Page. After Heady

While he’s optimistic that the U.S. “we have yet to fund and get the sci-
can prevail, Gelsinger said it would ence piece [that can build] the seed
take further action from the govern- core for decades of leadership.”
ment and industry—with no room Second, there is a shortage of talent.
Growth, Profits Arrive.

for complacency. Of the 115,000 new jobs needed by
Gelsinger, who became chief execu- the U.S. chip industry by 2030, some
tive of Intel in 2021, has been openly 67,000 jobs will go unfilled, according
critical of U.S. industrial policy of the to the Semiconductor Industry Asso-
past 30 years, which allowed the ex- ciation. The U.S. trains foreigners in
port of U.S. manufacturing to Asia. its world-class education system, but
Europe and the U.S. today have just immigration policies make it difficult
N
etflix started the is working, converting many previous 20% of the worldwide share of ad- for U.S. companies to hire them.
tech earnings freeloaders into paying subscribers. vanced chip factories, down from “If you want to stay ahead in the
season with a Importantly, cancellations have been 80% in the 1990s. Taiwan alone con- race of technology, we must be invest-
blockbuster. lower than expected, suggesting that trols about 80% of the leading-edge ing in long-term research,” Gelsinger
Heading into people are willing to pay up for a good chip manufacturing market, according said. “I think we have to change our
its earnings report service when it’s required. to Gelsinger, a recipe for disaster if immigration policies. If the world
on Wednesday, the Finally, it’s important to invest in geopolitical tensions worsen. wants to send us their best and bright-
company’s shares had fallen by nearly BY TAE KIM new initiatives even while emphasizing If Taiwan were to be blockaded for est, let’s say yes to them staying.”
a third over the past three months. profits. Netflix has been expanding its even a few weeks, he says, it could Intel says foreign nationals make
Investors have been increasingly wor- videogaming offerings while building bring the global economy to a halt. up more than 60% of advanced sci-
ried about Netflix’s (ticker: NFLX) ad-supported business. They could be “We need resilient supply chains. ence, technology, engineering, and
future profitability and its ability to the moneymakers of the future. Those supply chains have to be in mathematics, or STEM, degree stu-
retain subscribers. We “want to take a disciplined Europe, have to be in Asia, and must dents at U.S. universities in the techni-
But instead, the streaming pioneer approach to building profitability,” be in America,” he said. cal fields necessary for chip industry
delivered a surprise by materially Netflix Chief Financial Officer Spen- Explicit policy support from the jobs. The company supports providing
beating profit and subscriber expecta- cer Neumann said on the latest earn- government is an important part of green cards to students who earn
tions, driving its shares up 16% the ings call. Investors have “been pretty the answer. Gelsinger said he’s proud these advanced STEM degrees.
next day. For the September quarter, patient with us.” of Intel’s role in advocating for the With the right actions in funding
the company posted earnings of $3.73 He noted the expansion of Netflix’s Chips and Science Act that passed and policy reform, Gelsinger said the
a share, well ahead of the consensus operating profit margin from 4% in Congress last year and included U.S. and Europe could have a 50%
of $3.49. Paid net subscriber additions 2016 to 20% today. It’s hard to argue roughly $50 billion in funding for share of the advanced chip-making
came in at 8.8 million, versus Wall with that kind of progress. domestic chip manufacturing. More market by the end of this decade.
Photo illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images
Street’s 6.1 million estimate. still needs to be done, he added. “I truly believe this could be the best
I
Notably, the company said profit- ntel’s (INTC) turnaround may First, the U.S. needs to move faster cycle of innovation, combining good
ability would improve, guiding its not be as far along as Netflix’s, in disbursing the Chips Act money industrial policy with numerous areas
full-year operating profit margin to but the company is offering its and funding science research. He of innovative leadership and long-term
20%. Management is also predicting own crucial playbook: how to win said Europe may hand out subsidies research investment,” he said.
better operating margins next year— a chip war against China. sooner than the U.S., even though the The chip industry has a plan. It
to a range of 22% to 23%. On Tuesday, Intel CEO Pat Gel- European Union’s own Chips Act needs more help from lawmakers. B
Netflix’s impressive numbers pro-
vide the rest of the tech industry with
a playbook for successfully moving
from heady growth to profits.
It starts with pricing power. Effective
immediately, Netflix raised the U.S. Investors have “been pretty patient with us,”
monthly price of its Premium plan to
$22.99 from $19.99 and its Basic plan to says Netflix CFO Spencer Neumann. A more
$11.99 from $9.99. I would expect more
price hikes going forward, which will disciplined approach means profits are now
be an ongoing boost to profits.
Tech firms also can’t be afraid to flowing. Even so, Netflix is finding ways to
charge for unique content. Netflix said
its crackdown on password sharing invest in new initiatives, like videogames.
Q&A An Interview With David Samra

Manager, Artisan International Value Fund
Finding Value in
Danone, Ryanair,
Samsung, UBS
BY DEBBIE CARLSON interview with Barron’s. An edited
I
version of the conversation follows.
nflation has roiled the global
economy, and higher interest Barron’s: How do you approach
rates have disrupted markets. value investing internationally?

For David Samra, a portfolio David Samra: When you have slow-
manager at Artisan Partners, growth economies and a lack of ven-
these headwinds create an op- ture-capital innovation, you have an
portunity to invest in con- asset class that lends itself to value in-
sumer-focused companies with low vesting. We look for a cheap stock of a
valuations and long-term potential. good business with a strong balance
Samra, based in Boston, has run sheet and a good management team.
the $28.2 billion Artisan Interna- We want to invest in a business that has
tional Value fund (ticker: ARTKX) the ability to grow to protect us from
since its 2002 inception, and applies inflation. We are generalists and are
classic value-investing principles—the willing to look at businesses in all sec-
sort espoused by Benjamin Graham tors. If there is at least a 30% expected
and his pupil, Warren Buffett—to return, then [the stock] becomes a can-
non-U.S. markets. Samra buys well- didate for investment in our portfolio.
run companies trading at a significant We never relax that 30% standard.
discount to intrinsic value.
This past spring, the fund was Give us an example of how this
named best fund over the three, five, approach has supported returns.
and 10 years in Lipper’s International We initially purchased Arch Capital
Large-Cap Value Funds category. Group [ACGL], a property-casualty
Samra also won Morningstar’s inter- insurer domiciled in Bermuda, in
national stock fund manager of the 2003. The high return on equity, the
year award in 2008 and 2013. retention of that capital in the busi-
Artisan International Value is up ness, and the reinvestment of that ance about international investing? country, and it is important when in-
11.7% this year, and has returned an capital at high returns has allowed us A 5% position in our portfolio is get- vesting outside the U.S. to be aware of
annualized 10% over 15 years, placing to generate approximately a 14% or ting close to $2 billion. If we’re going those differences, because they matter.
it in the top 2% of peers over both 15% compounded annual return on to commit that amount of capital, we
periods, according to Morningstar. It the security over that entire time pe- have to ensure that not only are we Those rights helped you realize
has also outperformed the leading riod. There have been very few peri- getting the right risk/reward profile, changes at Danone [BN.France]
international stock indexes. ods in which the valuation of that se- but also rights as minority sharehold- when you helped oust the former
Although the fund currently is curity became intolerably high. ers. In a place like France, the French CEO. The stock is now a top 10
closed to new investors, Samra was system of corporate governance allows holding. What is so attractive
eager to share some of his favorite in- What is an underappreciated nu- the providers of capital to exercise about Danone?
vestment ideas, and his thoughts about their rights as minority shareholders. We did a lot of work, and now they’re
international investing, in a recent Photograph by TONY LUONG Those rights differ from country to doing all the work, which is good.
“UBS Group is an example of a company with a good business, a strong balance

sheet, and a great management.” David Samra
position in baby formula in both Eu- largest in the industry, and stands out viding airports with traffic. In a ma-
rope and China. It also sells adult nu- for its technological lead in manufacture industry, this has placed the com-
trition products. Sales of these prod- turing. Its scale allows for higher levels pany in a position to grow at rapid
ucts are growing rapidly. Danone has of profitability and it has a significant rates. The stock trades at 10 times
good brands. It also has one of the amount of cash on the balance sheet. earnings.
most valuable water assets in the Semiconductors go through ups
world. It sells Evian and brands in and downs, especially memory semi- How about a holding that has been
China, Indonesia, and Mexico. conductors. We’re coming off a period in the news?
Danone trades for 15 times our esti- of excess supply. Profits are de- UBS Group [UBS] is an example of a
mate of this year’s earnings. We be- pressed. On a normalized basis, back- company with a good business, a strong
lieve margins are lower than they ing out the cash, Samsung trades at balance sheet, and a great management
should be. Margin improvement will about six times earnings. team that has used the balance sheet to
help the company grow faster on the It has some faster-growing busi- acquire Credit Suisse, thus creating
bottom line than the top line. A businesses, the largest of which is foundry, significant value. UBS invested roughly
ness with these assets is worth closer which is outsourced chip manufactur- three billion Swiss francs [$3.3 billion]
to 18 or 19 times earnings. ing. That industry is dominated by Tai- to acquire assets with a book value of
wan Semiconductor Manufacturing CHF30 billion. Some of that CHF30
What else excites you? [TSM]. There is only one other source billion will be spent on restructuring
We bought Unilever [UL] in the second that can manufacture at the cutting and markdowns of assets, but effec-
quarter. There’s an activist involved edge of technology, and that is Sam- tively, the amount of value created in
there [Nelson Peltz, founder of Trian sung. Foundry is 10% of revenue, but that one deal was extraordinary.
Fund Management], not us, who has the business is growing by 20% a year. This is the power of owning busi-
made constructive changes. One is re- There is cyclical growth in the memory nesses with great management teams
ducing organizational complexity in the semiconductor business, and secular and strong balance sheets. This is the
business. Another is a focus on the larg- growth in the foundry business. That core of our strategy. UBS captures the
est brands in the largest markets. That should make Samsung much more power of that dynamic, and our ability
will help Unilever expand its profit valuable in four or five years. to recognize it when it’s happening,
margin over the next couple of years, This is a great business, with and then change our position sizes
while the valuation metrics are roughly proven management that has added based on the valuation. The day the
the same: 15 times earnings for what is a value, a strong balance sheet, and a deal was announced [March 19], the
very a good collection of assets. cheap valuation. share price went down. I thought,
Here, too, the bottom line will grow “You gotta be kidding me.” But now
faster than the top line, resulting in an What is another stock that exem- the stock has been significantly reval-
even more attractive multiple. Once the plifies your philosophy of owning ued. The investment is closer to the
bad news has passed, the market will good companies that can grow de- end of [that] process than the begin-
revalue the stock to a much higher spite inflation? ning, although we still see a 20% ex-
multiple. The share price has lagged Ryanair Holdings [RYA.Ireland] pected return.
behind as post-Covid inflation has hurt runs the largest airline by passenger
Unilever’s gross margin. Restoration of traffic in Europe, and is the low-cost Which investment challenges—or
that margin will require significant producer. The company currently has opportunities—are more promi-
prices increases, but volumes will de- a net-cash balance sheet and owns just nent now than five years ago?
cline. Over time, as wages catch up to about all its airplanes. Its CEO, Mi- I’d be remiss if I didn’t talk about the
broad inflation, brand value will win. chael O’Leary, is one of the best opera- development of artificial intelligence,
Also, the stock market is focused on tors in the industry. He is a large because of the amount of investment
growth equities. shareholder and has driven significant being made in just about every indus-
value for shareholders. try. The easiest way to [take advantage
Samsung Electronics is a top 10 A case in point: During the Covid of] this is through what Samsung
holding. You’ve held it since at period, Ryanair used its balance sheet does—selling memory, because AI
They are well along in the process of least 2013. Why do you still think to place orders with Boeing [BA] to needs a lot of memory storage, along
reinvesting in their brands, in terms it is undervalued? put it in a position whereby, in the with processing power. In each and
of innovation, marketing support, We see tremendous opportunity in next few years, it will be 50% larger every business, we have to make sure
and better relationship management Samsung [005930.Korea]. It isn’t a by passenger traffic than before the we understand if we will be on the
with retailers. We expect that to start company that is generally accessible to pandemic. We bought Ryanair in Sep- winning or losing side of that. Innova-
to show up in volume growth and U.S. investors, although there is a Ko- tember 2020. tion has accelerated over the past de-
operating profitability improvement. rean exchange-traded fund that has a It isn’t like the airline industry is a cade. Now it is going to the next level.
Danone’s largest business by reve- large weighting in Samsung [iShares big growth industry, and Ryanair isn’t But people get excited, and sometimes
nue is EDP, a milk-based business MSCI South Korea ETF (EWY)]. a new company. It is focusing on the push valuations up to levels that rep-
selling yogurt and derivatives. Its larg- Samsung has been a tremendous value fundamentals of the business, which resent more risk than reward.
est business by profitability is nutri- creator over its history, mainly driven are keeping your costs low, providing
tion. The company has a strong market by memory semiconductors. It is the good service to customers, and pro- Thanks, David. B
MARKET WEEK
October 16 through October 20, 2023
International Trader P. 31 Charting the Market P. 34

Striking Price P. 32 Winners & Losers P. 35
Inside Scoop P. 33 Research Reports P. 36
13D Filings P. 33 Statistics P. 37
Power Play P. 33
MARKET PERFORMANCE DASHBOARD
Dow Jones Industrials S&P 500 Nasdaq Composite SPDR S&P Bank ETF
33,127.28
52-wk: +6.58% YTD: -0.06% Wkly: -1.61%
4224.16
52-wk: +12.56% YTD: +10.02% Wkly: -2.39%
12,983.81
52-wk: +19.56% YTD: +24.05% Wkly: -3.16%
$34.87
52-wk: -23.85% YTD: -22.77% Wkly: -3.09%
8%
Bank on It Higher for Longer Cloudy Day
Third-quarter results from big U.S. Federal Reserve Chairman Jerome Stock indexes fell on Friday to close
banks including Bank of America, Powell tied strong economic growth a losing week. Solar energy-related 6
Goldman Sachs, and Bank of New York to higher interest rates in remarks on companies tumbled after SolarEdge
Mellon helped lift the sector nearly Thursday. Long-term bond yields rose. warned of weak orders in Europe.
4.5% on Monday and Tuesday.
4
Yield Trouble
- Stocks indexes dropped on Wednesday,
pressured by rising bond yields. -2
The Nasdaq Composite slid 1.6% as the

- 10-year Treasury yield closed in on 5%.
-4
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics
T
he stock market has 2.4% on the week, while the Dow Jones able to avoid a larger decline, as long as
THE TRADER been preoccupied

with the number
five of late, and not
Industrial Average lost 1.6%, and the
Nasdaq Composite dropped 3.2%. No
love and abundance there.
the economy holds up. So far, so good.
The job market is still strong—first-
time unemployment claims came in
for reasons that typ- All of the tumult is understandable. below 200,000 in the most recent re-
ically make it a sub- After all, the Federal Reserve has port—while economists expect third-
ject of fascination. moved the federal-funds rate up by 5.25 quarter U.S. gross-domestic-product
Investors Five plays a key role in many of the

world’s religions, while for math nerds,
BY
CARLETON
percentage points since March 2022, at
the fastest clip in more than 40 years,
growth to come in at 3.3% when it is
released on Thursday. The Atlanta
Are Getting it isn’t just the third prime number but

also the first of the so-called “sexy
ENGLISH while the 10-year yield has surged 1.64
percentage points from its lowest point
Fed’s GDPNow model puts it at 5.4%.
While it would be a mistake to dis-
All Worked
primes”—separated from 11, another of the past six months. But investors miss the macroeconomic and geopoliti-
prime, by six. In numerology, five is may be getting themselves worked up cal concerns now weighing on markets,
linked with “change, evolution, love, over nothing. overestimating their significance could
Up. They and abundance.”
But it’s the 10-year Treasury yield
“It’s not 5% that matters to stocks,”
says Michael Antonelli, managing di-
also be detrimental to an investment
portfolio. Antonelli favors energy
Shouldn’t. and its approach to 5%—a level last seen
in 2007—that has investors concerned,
rector and market strategist at Baird.
The issue is how quickly we’ve gotten
stocks, which have been getting a boost
with oil trading above $90 a barrel.
worried enough to send stocks lower there. Yet even with the turmoil in the The Energy Select Sector SPDR
this past week. The S&P 500 index fell Middle East, the stock market may be exchange-traded fund (ticker: XLE) has
been trading sideways this year but offers subsided, stock prices haven’t recovered.
safe dividends. “High quality” consumer- Investors are now worried about what comes
discretionary stocks also look good and will next for the economy—and the impact on
benefit as long as the economy stays strong,
he says. Retail sales rose 0.7% in September,
and American Express (AXP) posted yet
another quarter of record revenue and profit
as America’s propensity to shop continued,
U.S. banks, which fell again this past week.
“We think that economic growth in the
U.S. will falter, which is generally associated
with less credit, lower fee income, more pro-
visioning, and higher credit losses,” wrote
Mount a
even if its stock fell 5.4% on Friday following
the release.
The stock market just needs time to ad-
just to higher bond yields and the possibil-
Hubert de Barochez, markets economist at
Capital Economics, this past week.
All of that should spell bad news for
banks. But for nearly two years—a period
Strong
Defense
ity that they will stay high for longer. That characterized by rampant inflation and
should be the base case following remarks rapidly rising interest rates—banks have
from Fed Chairman Jerome Powell on repriced for a lot of bad news.
Thursday at the Economic Club of New The SPDR S&P Bank ETF now trades
York, which suggest that the Fed will hold at just seven times 12-month forward earn-
rates steady and let higher bond yields do ings and 0.9 times book value, both of
their work. which are “quite low, both by historical
The number five might be scary, but we standards and relative to other industries”
recommend that investors take a deep de Barochez wrote. Meanwhile, investors Cybersecurity ETF
breath and count to 10. This, too, shall pass. can snatch a 3.7% yield by investing in the
index, lower than the 10-year Treasury’s
How to Play Bank Stocks
Bank stocks get no respect. Not even
Aretha Franklin can save them now.
near 5%, but a payout that also comes with
the chance for stock appreciation.
Investors can look to banks’ “self-help”
BUG
Quarter after quarter, the nation’s largest efforts to further increase their chances of
banks have proved their durability amid a upside. Goldman Sachs Group (GS), for
challenging economic environment. They one, has given up on its foray into con-
also passed the Fed’s stringent stress test in sumer banking and is refocusing on its core
June, even after a spate of upheaval rocked strengths of investment banking and asset
the industry in March. Regulators have had management. The stock trades at roughly
to admit that the sector has been resilient book value, which is historically a good
in the face of stress, even as they prepare entry point. The most recent quarter was
tougher capital rules. Earnings bear that out, something of a kitchen sink, with the bank
with nearly three-quarters of banks beating seeing a 33% drop in profits after taking a
earnings estimates, and the six largest write-down on its sale of GreenSky and
ones—including JPMorgan Chase (JPM) other investments. Any rebound in deal 1 (888) 493-8631
and Wells Fargo (WFC)—beating on both making is sure to be a catalyst for the stock.
GLOBALXETFS.COM
the top and bottom lines. Citigroup (C) has more problems but is
But you wouldn’t know that it if you even cheaper, trading at just 0.5 times tan-
looked at many of the stocks: The SPDR gible book. Yes, investors have been burned
S&P Bank ETF (KBE) has been trading in a over and over again by the stock, but CEO
®
narrow range since mid-March, when Silicon
Valley Bank and Signature Bank collapsed
Jane Fraser’s streamlining of the bank is
finally taking hold. Last month, Citigroup
Beyond Ordinary ETFs
and Wall Street was in a panic over which announced a reorganization into five inter-
bank would go next. While that has largely connected businesses to “eliminate unnec-
Investing involves risk, including the possible loss of principal. The
investable universe of companies in which BUG may invest may be
limited. The companies in which the Fund invests may be subject to
rapid changes in technology, intense competition, rapid obsolescence of
Vital Signs products and services, loss of intellectual property protections, evolving
Friday’s Week’s Week’s Friday’s Week’s Week’s
Close Change % Chg. Close Change % Chg. industry standards and frequent new product productions, and changes in
DJ Industrials 33127.28 -543.01 -1.61 Barron’s Future Focus 859.67 -16.69 -1.90 business cycles and government regulation. BUG is non-diversified.
DJ Transportation 14450.41 -249.02 -1.69 Barron’s Next 50 2437.39 -26.47 -1.07
DJ Utilities 807.15 -17.41 -2.11 Barron’s 400 927.21 -24.54 -2.58 Carefully consider the Fund’s investment objectives, risk factors, charges
DJ 65 Stocks 10919.31 -188.12 -1.69
DJ US Market 1028.31 -25.57 -2.43 NYSE Advances
Last Week
732
Week Earlier
1,456
and expenses before investing. This and additional information can be
NYSE Comp. 15033.31 -290.39 -1.90 Declines 2,278 1,541 found in the Fund’s full or summary prospectus, which are available at
NYSE Amer Comp. 4581.87 -80.89 -1.73 Unchanged 46 64 globalxetfs.com. Read the prospectus carefully before investing.
S&P 500 4224.16 -103.62 -2.39 New Highs 85 80
S&P MidCap 2393.28 -49.52 -2.03 New Lows 559 306 Shares of ETFs are bought and sold at market price (not NAV)
S&P SmallCap 1093.47 -19.29 -1.73 Av Daily Vol (mil) 3,772.9 3,515.2
and are not individually redeemed from the Fund. Brokerage
Nasdaq 12983.81 -423.43 -3.16 Dollar (Finex spot index) 106.16 106.65
Value Line (arith.) 8549.07 -165.51 -1.90 T-Bond (CBT nearby futures) 108-15 112-25 commissions will reduce returns. Distributed by SEI Investments
Russell 2000 1680.79 -38.92 -2.26 Crude Oil (NYM light sweet crude) 88.75 87.69 Distribution Co.
DJ US TSM Float 41936.90 -1036.41 -2.41 Inflation KR-CRB (Futures Price Index) 286.01 283.97
Gold (CMX nearby futures) 1982.50 1927.40
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Telecommunications 2.93%
Oil & Gas 0.59
–1.49 Consumer Services
–1.68 Health Care
–2.05 Utilities
–2.84 Basic Materials
–2.94 Technology
–3.00 Industrials
REAL ESTATE SECTOR OF

–3.01 Consumer Goods
–3.21 Financials
THE S&P 500 IN ONE ETF essary complexity” at the bank. Investors
Source: S&P Dow Jones Indices
tinue to be a tailwind for CGMs,” writes

who want further convincing can wait until BTIG analyst Marie Thibault, who has a
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
fourth-quarter earnings, when the financial Buy rating and a $125 price target on Dex-
impact of the changes will be revealed. Com stock, reflecting 43% upside from its
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a Just don’t wait too long. current $86 level.
prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the CGM growth can continue for a long
prospectus carefully before investing. DexCom vs. Ozempic time. About 537 million adults globally had
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally DexCom stock has been hammered by fears diabetes in 2021, according to IDF Diabetes
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. that Ozempic and other weight-loss drugs Atlas. As the global population grows, that
The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index. will derail its business of designing and sell- number is expected to expand about 1.5%
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. ing glucose monitors for diabetics. Every annually to 783 million by 2045, though it’s
selloff reaches a point where it has gone too possible that the number slows because of
far—and it’s now time to buy the shares. GLP-1s. That would leave room for growth,
Ozempic, a GLP-1 receptor agonist, is a since users of CGMs made by DexCom and
weekly injection aimed at reducing people’s Abbott Laboratories (ABT), its main
appetite for addictive foods, helping them competitor, are numbered in the tens of
Discover the ancient lose weight. It has been a problem for many millions, and still have room to grow.
stocks. But GLP-1 drugs were originally If that’s the case, profit growth should
wonders of Egypt designed to treat diabetes, and the market
fears they will do such a good job of com-
continue apace. Analysts expect the com-
pany to maintain an annual sales growth
bating the kind of overeating that causes rate of about 20% through 2027, when reve-
diabetes that people won’t need to buy Dex- nue is expected to hit $6.8 billion. While
P E N TA X I N D A G A R E | C A I R O , L U X O R , & M O R E Com’s (DXCM) continuous glucose moni- DexCom will have to increase research-and-
M A R C H 2 3 -3 0, 2 0 24 toring devices, or CGMs, anymore. Dex- development spending almost as much as
6 4 6 . 7 8 0 . 8 3 8 3 | I N D A G A R E . C O M / P E N TA - E G Y P T Com stock has dropped 36% during the sales grow, the rise in product costs and sal-
past three months as a result. ary expenses from the past few years should
The concerns are valid. Analysts expect moderate. Profit margins can increase,
Novo Nordisk (NVO) to sell about $13 bil- which would boost earnings per share by
lion worth of Ozempic this year, according almost 25% annually to $2.97 by 2027.
to FactSet, which would equate to a few That all makes the stock look much
million people buying it. That could cut more attractive than it was before the de-
deeply into DexCom’s revenue, as just over cline began in July. Shares aren’t cheap—
two million people are paying annual sub- they trade at about 56 times 12-month for-
scriptions for the company’s CGMs right ward earnings estimates—but that’s down
now, says Jefferies analyst Matthew Taylor. from over 100 times in late July. DexCom
While sales haven’t taken a hit so far— has historically traded at a premium multi-
DexCom’s second-quarter revenue grew ple because the market expects its growth
25% year over year to $871, in line with its to continue for many years.
five-year average—the fear is that they will. “I do feel confident in the EPS growth,
But what if those fears are wrong? Analysts so the valuation is reasonable, and we do
at BTIG consulted with a diabetes and obe- see a very large total available market,” says
PHOTOGRAPHER
HER CREDIT: INDAGARE sity doctor who said that CGMs should Thibault.
©2023 DOW JONES & COMPANY,INC. ALL RIGHTS RESERVED. 4E6015 complement GLP-1s, and that monitoring The new weight-loss drugs are a risk,
devices could be a mainstay for patients. but one that has been more than accounted
It’s even possible that GLP-1s “could con- for in DexCom stock. — Jacob Sonenshine
INTERNATIONAL TRADER
Europe’s Housing Prices
Are Looking Distressed
BY CRAIG MELLOW recovered from earlier crashes.) “People’s
mortgage payments could double when
T
hink New York is expensive? they reset,” says David Aikman, a finance
Try...Frankfurt or Munich? professor at King’s Business School in Lon-
UBS recently published the don. “It’s hard to see how it all adds up.”
2023 edition of its Global Real U.K. housing prices have already fallen
Estate Bubble Index. Two usual Asian 25% in real terms since 2015, though,
suspects, Tokyo and Hong Kong, came Holzhey says, partly on Brexit-related
near the top of the charts. The real sur- anxiety.
prise was how frothy Europe is looking.
G
The index ranked just two U.S. metros ermany remained in a state of
as overvalued: Miami and Los Angeles. irrational exuberance until
That compares with eight in Europe, led ECB rate hikes began to bite. It
by Zurich with a score of 1.71, Munich at entered 2023 leading Europe

1.35, and Frankfurt at 1.27. The Big Apple in several undesirable categories, accord-
looks like a relative bargain at 0.47, and ing to Allianz: Price-to-rent ratios soared
San Francisco a steal at 0.27.
These figures come with a big asterisk,
says Matthias Holzhey, the UBS report’s
to 1.6, compared with 1.35 in No. 2 France.
Some 15% of German households spent
more than 40% of disposable income on
Planning a Secure Retirement
lead author. Each city is compared with housing, double the proportion of run-
its own price history, so U.S. locations ners-up Spain and Italy. Tuesday, November 14 | 12PM ET
look better relative to the excesses of Stretched valuations in Zurich and

2006. But the Bubble Index also consid- Geneva are less immediately threatening Careful planning, coupled with smart investing
ers apples-to-apples metrics like price-to- as the Swiss National Bank has held in-
rent and price-to-average-income ratios. terest rates to 1.75%.
strategies, can both alleviate the concerns of outliving
However you slice it, the outlook for German housing prices are already off your money and help you build wealth for yourself and
European, particularly German, real es- 14% from a peak in March 2022, Allianz
tate is rotten. calculates. future generations. Explore strategies for saving and
U.S. housing prices have been frozen in The rest of Europe is following, with a
funding your nest egg, and diverse investments that
place, more or less, by the unique preva- 5% to 10% drop projected by the end of
lence of 30-year fixed-rate mortgages. 2024. That still won’t be enough to bring generate retirement income.
Europe is on a patchwork of shorter-term buyers out at current interest rates, Alli-
if not outright adjustable-rate mortgages. anz figures. Prices on average will have to
That will force an increasing number fall more like 15% to match the purchas-
of owners to sell, says Pablo Espinosa ing power potential buyers have lost to
Uriel, an investment strategist who stud- tighter money and inflation. Scan to Register
ies housing markets at German financial Higher interest rates are naturally
giant Allianz. “There is growing consen- choking the supply of new housing, too. events.barrons.com/retirement-roundtable
sus that the fall in prices will come Construction permits in Germany fell by a
mainly in 2024,” he says. quarter in the first half of 2023 compared
The European Central Bank has hiked with the prior year.
its prime rate from 0% to 4.5% over the The bright side is that the current Eu-
past 15 months. The Bank of England ropean housing correction sets the stage Sponsored by
zoomed from zero in late 2021 to 5.25% now. for a sharp rebound if and when interest
The United Kingdom has the second- rates fall again, Holzhey predicts. “The
highest proportion of adjustable-rate mort- moment central banks start to cut, you
gages in Europe—more than 40%, accord- will see a jump in prices,” he says. © 2023 Dow Jones & Company, Inc. All rights reserved. 4E6123
ing to the World Economic Forum. (The Meanwhile, maybe take a look at San
leader is Spain, where prices never fully Francisco. B
T H E STRI K I N G P R I C E
If the stock market scares you, or you feel like
you might vomit in reaction to the day’s events,
it’s probably a good time to buy stocks.
How to Play the Market Equity Options
When Threats Abound

CBOE Volatility Index The Equity-Only Put-Call Ratio
VIX Close VIX Futures Put-Call Ratio S&P 500 Index
35 312
287
262
237
27
212
BY STEVEN M. SEARS VIX, but unusually strong moves, even if 187
bullish, can be out of character for the mar-
T
162
he stock and options markets ket and should be viewed with the same 19
137
are eerily calm as world leaders concern as bearish moves. 112
try to avert a ground war in The VIX has been meaningfully higher 87
the Middle East. It is unclear this past month—but at about 21, it still 11 62
whether those efforts will persuade Israel isn’t high enough to send a powerful trad- N D J F M A M J J A S O N D J F M A M J J A S O
to not level Gaza after Hamas terrorists ing signal. The VIX’s long-term average is Daily Values Source: CBOE Source: McMillan Analysis Corp.
murdered many Israelis. Iran is threaten- about 19. At 25 to 30, it is high enough to
ing to attack Israel, too. The outcome is broadly consider the resumption of incre-
impossible to anticipate, and investors are mental put and call option-selling strate- SPX Skew NDX Skew
advised to proceed carefully amid such gies. At 35 to 40, it is telegraphing that it is Implied volatility % Implied volatility %
uncertainty. Here are a few ideas to ponder a great time to engage in time arbitrage— 13% 11%
as the world smolders. that is, selling short-term options with 12

What happens between 4200 and 4400 high volatility and buying blue-chip stocks 10
11
in the S&P 500 index is a pantomime play that can be warehoused for three to five 9
in reaction to uncertainty. The market’s years. The great risk isn’t what the Federal 10
true trend should be revealed beyond those Reserve does next but whether war erupts 9 8
support and resistance levels. Until then, in the Middle East, Asia, or Europe. 8
7
rallies are likely reactions to oversold Fear and erratic price movements are
7
conditions, and declines are signs that the friends of long-term investors. When 6
6
investors—humans and computers—are investors panic, investors often can buy the
struggling to make sense of what may stocks of great companies at incredible 5 5
happen in the wake of Hamas’ attack. prices. Options-centric investors can bene- N D J F M A M J J A S O N D J F M A M J J A S O
It is easier to trade trends than market fit from selling cash-secured puts to scared Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
turns. Trading Nvidia (ticker: NVDA), for stock investors who want to hedge. Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
instance, to monetize the artificial-intelli- If the VIX is too abstract for you, look
gence trend is simple. Monetizing compli- inward. If the stock market scares you, or
cated macro events is almost as difficult you feel like you might vomit in reaction to Week’s Most Active
as Middle Eastern diplomacy. Be humble. the day’s events, or you don’t want to look Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
The volatility that increasingly charac- at your stock portfolio, it’s probably a good Nkarta NKTX 21526 14006 7520 168 100 128.1
Revolution Medicies RVMD 29068 11258 17810 684 100 42.5
terizes the stock market’s daily moves is time to buy stocks. Investors are often too Olink OLK 6141 669 5472 160 0 38.4
concerning. The sharp swings suggest that bearish and too bullish. ESSA Pharmaceuticals EPIX 3994 3168 826 264 98 15.1
investors are struggling to solve the stock Corporate earnings season may not LA-Z-Boy LAZY 2923 520 2403 228 41 12.8
Wyndham Hotels & Resorts WH 8211 6354 1857 852 87 9.6
market’s jigsaw puzzle amid rising geopolit- clarify unusually cloudy conditions in the Vmware VMW 119119 20476 98643 14756 98 8.1
ical risks. Most investors should hesitate to financial markets: bonds, commodities, Ambrx Biopharma AMAM 39342 29058 10284 5048 82 7.8
draw hard conclusions about what happens stocks, and options. The operative fact of Knight-Swift T ransportation KNX 17002 1651 15351 2292 96 7.4
Hilton Worldwide HLT 48689 41207 7482 7148 50 6.8
next—in the markets or the Middle East— this earnings season is that it is immaterial
Legazoom.com LZ 13405 10778 2627 2400 50 5.6
until more facts are revealed. Remember, if a company beats earnings by a penny, J. B. Hunt JBHT 16332 5390 10942 3088 19 5.3
war is a continuation of politics by other ups a stock buyback and dividend, and Caleres CAL 9884 4675 5209 1908 20 5.2
means, as Carl von Clausewitz put it. offers a constructive outlook if something Prothena PRTA 3486 2153 1333 692 44 5.0
XPEL XPEL 2442 387 2055 508 97 4.8
One-day movements of anything, such happens to interfere with the ability of Interactive Brokers IBKR 16466 9143 7323 3476 20 4.7
as big stock advances and sharp drops in capital to flow across borders and for Pentair PNR 9521 6119 3402 2072 96 4.6
the Cboe Volatility Index, or VIX, are people to spend money. Colgate-Palmolive CL 147852 139024 8828 33104 73 4.5
Procter & Gamble PG 203412 131704 71708 46556 54 4.4
meaningless. Isolated big up moves should Traders react, and investors consider, Citizens Financial CFG 24510 11666 12844 5676 69 4.3
be viewed as “socially acceptable volatility” as Steve Sosnick, Interactive Brokers’
until major risk factors are removed from chief strategist, likes to say. “Don’t react This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
the analytical equation. No one complains to every piece of news,” he tells Barron’s. short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
much about surging stocks or a falling “Be thoughtful and watch your risk.” B Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis
I N S I DE SC OOP
5.1% of the firm’s tradable stock. All POWER PLAY
of those Blue Apron shares were
Jana Calls
purchased from Sept. 29 through
Oct. 4 at prices ranging from $12.76
to $12.84. Though Gamco gave no
For Frontier
reason for its Blue Apron invest-
ment, it is probably making an
Director Buys $4.5 Million

arbitrage play. On Sept. 29, Blue
Apron announced that it has
agreed to be acquired by Wonder
Group, which intends to pay $13 To Sell Itself
Of Carnival Shares on a Dip
per share in cash to buy the com-
pany. The deal is expected to close
by year-end, subject to the tender of BY NICHOLAS JASINSKI
F
the majority of Blue Apron’s out-
standing stock. Blue Apron’s board rontier Communica-
unanimously recommended share- tions has long been an
BY ED LIN said that it expected fuel costs to rise. holders tender their shares. undervalued stock. It got
C
The entire travel sector tumbled after a positive catalyst last
arnival stock continues Hamas attacked Israel on Oct. 7. week in the form of Jana
to recover from an awful
2022. Shares of the world’s
On Oct. 10, Carnival director Ran-
dall J. Weisenburger paid $4.5 million Carnival director Increases in Partners, with the activ-
ist investor calling for a
biggest cruise company
have a healthy gain so far in
2023, though down from a
for 350,000 shares, an average price
of $12.99 each. He purchased the
shares through a limited partnership
Randall J. Weisen-
burger bought
$4.5 million of
Holdings sale of the of internet, television,
and phone provider.
Frontier (ticker: FYBR) has been
summer high. Nonetheless, that now owns 961,238 Carnival shares of the Concentrix (CNXC) transitioning from an aging network
a Carnival director just bought up $4.5 shares, according to a form Weisen- cruise-line opera- Impactive Capital lifted its posi- built on copper wires to a modern
million of shares on the open market. burger filed with the Securities and tor. Shares are up tion as a provider of customer- one that reaches customers over
Carnival shares (ticker: CCL) Exchange Commission. He also owns in 2023, but down experience solutions to 3,403,325 fiberoptic cable. Once running, fi-
dropped 60% in 2022 and touched 278,368 shares in a personal account. from a July high. shares. Impactive purchased ber-based internet costs less to op-
multidecade lows. As the company Carnival didn’t make Weisenburger 902,719 Concentrix shares from erate, and Frontier can charge more.
navigated a route through a waning available for comment. A Carnival Sept. 20 through Oct. 13 at prices Nonetheless, investors haven’t
but-still-present pandemic, CEO director since 2009, Weisenburger ranging from $72.28 to $80.91 been eager to go along for the ride.
Arnold Donald stepped down after is a former chief financial officer of apiece. Impactive revealed no plans Frontier emerged from bankruptcy
a nine-year run. Shares now sport Omnicom Group (OMC) and is a or proposals tied to the investment in May 2021 at $30 per share, and
a year-to-date gain of about 40%, de- managing member of private-invest- but noted that it has and will proba- the stock halved in value by sum-
spite a double-digit percentage drop ment firm Mile 26 Capital. He last bly continue to engage Concentrix mer 2023.
from a July high. In September, Carni- bought Carnival stock on the open and other interested parties regard- Barron’s recommended buying
val reported its first profitable quarter market in May 2022, when he paid ing myriad topics, including opera- Frontier shares in July at about $14,
since the pandemic began, but its fore- $1.2 million for 100,000 shares, an tions, board composition, strategic versus a recent $18.80 after a 13%
cast disappointed, as the company average price of $11.76 each. B alternatives, and direction. At the rally last week. Investors aren’t
end of September, Concentrix giving Frontier credit for the value
raised its quarterly dividend 10%, of its to-be-completed fiber net-
to 30.25 cents, payable on Nov. 7 to work, but Wall Street analysts have
shareholders of record on Oct. 27. an average price target of $32.36,
Activist Holdings management regarding “strategic

opportunities…including transactions
in which [Elliott Management] may
The company also repurchased
320,105 shares in the third quarter
for $27.0 million, an average cost
according to FactSet, implying
about 75% upside.
Jana declined to comment.
E2open Parent Holding seek to participate and potentially of $84.35 each. Concentrix still has Frontier said in a statement, “Our
(ETWO) engage in, as an acquirer, investor, remaining share-repurchase autho- board of directors and management
These disclosures are
Elliott Management disclosed and/or financing source.” E2open said from 13Ds filed with rization of more than $300 million. team are focused on driving long-
that it is an active investor in the that it “encourages and maintains the Securities and term value for our shareholders,
Exchange Commission.
supply-chain software platform, an open dialogue with all of our share- 13Ds are filed within
Cerevel Therapeutics employees, and customers and con-
with 27,250,000 shares. After a holders,” in response to Elliott’s filing. 10 days of an entity’s (CERE) tinue to take actions that enable us
single sale of 1,750,000 E2open attaining more than Perceptive Advisors bought to deliver on this objective.”
5% in any class of a
shares at a price of $4.90 each on company’s securities. 876,808 shares of the clinical- “Regardless of whether a deal is
Sept. 15, Elliott bought a total of
8,334,679 E2open shares on Oct.
11-12 at prices ranging from $2.20
Original Filings Subsequent changes
in holdings or inten-
tions must be re-
stage pharmaceutical company
through an Oct. 1 public offering at
a price of $22.81 apiece. Perceptive
consummated, the news reinforces
our view that Frontier’s existing
fiber asset value is undervalued by
ported in amended
to $2.52 each. Elliott now holds 9% Blue Apron Holdings (APRN) filings. This material is now owns 6.2% of Cerevel Thera- the current stock price,” says Wolfe
from Oct. 12 through
of E2open’s tradable stock. Elliott Gamco Investors (GBL) disclosed Oct. 18, 2023. Source:
peutics’ outstanding stock, equal Research’s Peter Supino. “Signs of
noted that it “will seek to engage in a fresh stake in the provider of meal- VerityData (verity- to 10,965,193 shares. Cerevel has strategic interest should place a floor
dialogue” with E2open’s board and preparation kits of 327,612 shares, or platform.com) lost nearly 12% so far this year. under the valuation.” He rates Fron-
tier stock at Outperform with a $27
price target. B
CHARTING THE MARKET

A graphic look at selected stock activity
for the week ended on Oct. 20, 2023.
Edited by Bill Alpert.
Tesla Regions Financial Netflix SolarEdge Technologies

TSLA (NASD) • $211.99 • -39.13 RF (NYSE) • $14.44 • -1.59 NFLX (NASD) • $400.96 • 45.28 SEDG (NASD) • $82.90 • -36.86
Price drops cut operating profit margins by more Revenue, interest income, and profits missed esti- The streaming-TV leader added nine million sub- Demand in Europe has slumped, said the solar-
than half. CEO Musk sounded gloomy about electric- mates at the lender. Investors sold off other regional scribers in its Sept. quarter, after cracking down power electronics vendor. Solar names like
vehicle growth in a high-interest-rate environment. bank stocks, like Western Alliance and Fifth Third. on password sharing. It says it will raise prices. Enphase, JinkoSolar, and SunRun also sank.
Stock Price $ Stock Price $ Stock Price $ Stock Price $

302 26 487 347
262 23 436 292
222 20 385 237
182 17 334 182
142 14 283 127
102 11 232 72
Volume in Millions Volume in Millions Volume in Millions Volume in Millions

1096 172 84 30
548 86 42 15
0 0 0 0
O N D J F M A M J J A S O O N D J F M A M J J A S O O N D J F M A M J J A S O O N D J F M A M J J A S O
Rivian Automotive VMware Knight-Swift Transportation United Airlines Holdings

RIVN (NASD) • $16.72 • -2.58 VMW (NYSE) • $150.91 • -26.85 KNX (NYSE) • $51.27 • 3.42 UAL (NASD) • $35.09 • -3.63
Tesla’s downbeat comments on price competition The Financial Times warned that diplomatic tensions Revenue rose 7% in the trucker’s Sept. quarter, Despite a strong Sept. quarter, the airline warned
weighed on shares of its unprofitable EV rivals, could spur Chinese regulators to delay, or even beating forecasts. Rival J.B. Hunt warned the “freight that this quarter could suffer from the war in Gaza
including Rivian, Lucid, NIO, and XPeng. scuttle, the firm’s $75 billion merger with Broadcom. recession” wasn’t over, but an upturn glimmered. and high fuel costs. American Airlines cut guidance.

41 184 65 59
35 168 61 54
29 152 57 49
23 136 53 44
17 120 49 39
11 104 45 34

534 38 24 88
267 19 12 44
0 0 0 0
AT&T Hewlett Packard Enterprise Spirit AeroSystems Holdings Albemarle

T (NYSE) • $15.38 • 1.02 HPE (NYSE) • $15.23 • -1.25 SPR (NYSE) • $21.43 • 4.56 ALB (NYSE) • $138.68 • -24.70
The telecom firm had $5 billion in Sept.-quarter free Meeting analysts, the computing firm foresaw earn- The supplier of aircraft components said that it Bank of America cut the lithium supplier from Hold
cash flow, and raised its forecast for the year’s ings of $1.82 to $2.02 a share for the Oct. 2024 expected increased revenue from Boeing, a cus- to Sell, slicing its price target from $212 to $161.
total to $16.5 billion. Earnings guidance rose too. fiscal year. Wall Street had forecast $2.15. tomer that accounts for two-thirds of Spirit’s sales. BofA fears an oversupply of lithium will hit profits.

23 21 39 337
21 19 34 297
19 17 29 257
17 15 24 217
15 13 19 177
13 11 14 137

562 102 50 18
281 51 25 9
0 0 0 0
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than
that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
WI N NER S & LO S ER S
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NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
a.k.a.Brands(AKA) 484 7.83 +2.63 +50.6 NCR Atleos(NATL) 23795 15600.3 22.70 +1.90 HNR Acqn(HNRA) 475 775.9 10.77 –0.05 OlinkHolding(OLK) 50931 6500.4 24.75 +9.84
AlmacenesExito(EXTO) 7298 6.80 +1.78 +35.5 BanyanAcqnA(BYN) 659 2383.5 10.59 –0.01 SkyHarbour(SKYH) 351 389.4 7.25 +2.23 BlockchainCoinIA(BCSA) 1525 4402.4 10.88 +0.03
NouveauMonde(NMG) 3909 2.76 +0.69 +33.3 BatteryFutureA(BFAC) 3440 2256.9 10.83 0.00 M-tronInds(MPTI) 194 91.1 26.95 +3.38 FintechEcoA(FEXD) 849 1675.3 10.70 +0.06
SpiritAeroSys(SPR) 48078 21.43 +4.56 +27.0 RCF Acqn A(RCFA) 809 1727.8 10.99 +0.02 RileyExpln(REPX) 502 73.6 31.94 +0.31 RedwoodsAcqn(RWOD) 1236 1334.0 10.70 +0.01
Victoria'sSecret(VSCO) 16918 19.45 +4.00 +25.9 ProofAcqnIA(PACI) 960 1116.4 10.83 +0.09 Chase(CCF) 1314 56.5 126.86 +0.19 CartesianGrwIIA(RENE) 2070 1247.2 10.85 +0.04
E2open(ETWO) 28426 3.06 +0.61 +24.9 SpreeAcqn1 A(SHAP) 847 887.8 10.90 –0.02 MastechDigital(MHH) 51 33.5 8.85 –0.14 Inspirato(ISPO) 524 843.7 3.82 –3.17
Kohl's(KSS) 27783 21.29 +3.49 +19.6 SouthportAcqnA(PORT) 778 707.1 10.59 –0.02 CheniereEnergy(LNG) 8955 31.7 171.83 –4.88 AlphaTimeAcqn(ATMC) 354 770.9 10.67 –0.01
Stepan(SCL) 1236 75.59 +11.93 +18.7 ForestRoadII A(FRXB) 192 654.4 10.37 0.00 EvansBancorp(EVBN) 59 25.5 27.16 –0.45 Falcon'sBeyondGlbl(FBYD) 1782 770.3 17.27 +5.68
OntoInnovation(ONTO) 13911 622.5 117.97 –20.13 ParkNational(PRK) 259 24.5 93.60 –0.57 lululemon(LULU) 47833 669.8 395.82 +18.13
Losers BlackMountainA(BMAC) 848 587.1 10.69 +0.01 TompkinsFin(TMP) 288 21.2 48.49 –0.66 LatAmGrowthA(LATG) 656 578.4 10.95 +0.12
Name (Sym) Volume Close Change %Chg.
Organon(OGN) 84804 580.1 15.90 –1.42 CheniereEnerPtrs(CQP) 1118 11.1 55.34 +0.50 Spectaire(SPEC) 959 560.0 4.97 –5.33
NuScalePower(SMR) 14562 3.80 –1.98 –34.3 Hubbell(HUBB) 14331 545.7 279.87 –14.92 BattalionOil(BATL) 107 10.8 6.12 +0.52 RevelstoneCapA(RCAC) 232 559.2 10.67 0.00
TwinRidgeCapA(TRCA) 54 6.89 –3.37 –32.8 RossAcqnIIA(ROSS) 503 529.3 10.82 +0.00 ViveonHealth(VHAQ) 52 9.6 11.37 +0.07 AmbrxBio(AMAM) 14553 551.3 8.43 –5.62
VistaOutdoor(VSTO) 13358 24.27 –8.53 –26.0 a.k.a.Brands(AKA) 484 488.1 7.83 +2.63 NorthernStrII A(NSTB) 63 6.8 10.21 –0.01 GrindrodShipping(GRIN) 855 535.7 8.80 –3.40
Enviva(EVA) 6813 3.84 –1.29 –25.1 VistaOutdoor(VSTO) 13358 468.3 24.27 –8.53 AdamsRscs(AE) 39 6.7 31.61 –0.17 RF Acqn A(RFAC) 283 503.2 10.65 –0.01
RentokilInit(RTO) 4054 27.88 –9.01 –24.4 RentokilInit(RTO) 4054 414.8 27.88 –9.01 TrioTech(TRT) 168 6.4 6.44 –0.38 ChainBridgeIA(CBRG) 421 489.2 10.77 +0.01
CN Finance(CNF) 185 3.04 –0.89 –22.6 Enovis(ENOV) 9091 413.4 44.47 –3.32 ImperialOil(IMO) 2326 0.3 59.81 –0.89 BridgerAerospace(BAER) 794 450.9 4.00 –3.16
Tupperware(TUP) 47891 1.72 –0.47 –21.5 Floor&Decor(FND) 31617 375.1 82.34 –0.41 NatlHealthcare(NHC) 164 –3.0 66.50 +2.30 Semtech(SMTC) 35213 449.6 16.49 –5.43
LithiumAmericas(LAC) 16087 6.96 –1.72 –19.8 ConcordAcqnIII A(CNDB) 249 322.5 10.65 +0.03 MAG Silver(MAG) 3055 –3.1 11.08 +0.14 OPYAcqnIA(OHAA) 293 415.0 10.48 –0.02
VMware(VMW) 37056 322.4 150.91 –26.85 FriedmanInds(FRD) 165 –3.3 11.20 –1.09 GoresIX A(GHIX) 1950 414.9 10.42 +0.02
NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. BankofAmerica(BAC) 340508 26.31 –0.45 –1.7 Tellurian(TELL) 166254 0.75 –0.14 –15.6 Tesla(TSLA) 615880 211.99 –39.13 –15.6
SkyHarbour(SKYH) 351 7.25 +2.23 +44.4 AT&T(T) 268008 15.38 +1.02 +7.1 CamberEnergy(CEI) 64543 0.40 –0.02 –5.6 RVL Pharm(RVLP) 301063 0.03 –0.04 –61.4
UnvlSecInstr(UUU) 1180 2.94 +0.62 +26.7 PalantirTech(PLTR) 253422 16.11 –1.25 –7.2 B2Gold(BTG) 54525 3.34 +0.14 +4.4 Apple(AAPL) 287289 172.88 –5.97 –3.3
M-tronInds(MPTI) 194 26.95 +3.38 +14.3 FordMotor(F) 216854 11.64 –0.17 –1.4 MatinasBioPharma(MTNB) 47569 0.27 +0.05 +25.8 NVIDIA(NVDA) 278698 413.87 –40.74 –9.0
BattalionOil(BATL) 107 6.12 +0.52 +9.3 Pfizer(PFE) 199889 30.65 –1.46 –4.5 DenisonMines(DNN) 37994 1.51 +0.05 +3.4 AdvMicroDevices(AMD) 256536 101.81 –3.28 –3.1
OrlaMining(ORLA) 3404 3.53 +0.29 +9.0 SouthwesternEner(SWN) 199334 7.21 +0.48 +7.1 UraniumEner(UEC) 33145 5.32 +0.17 +3.3 AmerAirlines(AAL) 251325 11.08 –0.64 –5.5
MaiaBiotech(MAIA) 731 2.38 +0.18 +8.2 NIO(NIO) 165598 7.58 –0.89 –10.5 AultAlliance(AULT) 30533 0.14 –0.03 –15.0 Amazon.com(AMZN) 251151 125.17 –4.62 –3.6
IvanhoeElectric(IE) 1540 10.83 +0.78 +7.8 Carnival(CCL) 158892 11.03 –1.23 –10.0 AgEagleAerial(UAVS) 23671 0.11 –0.05 –30.2 Nikola(NKLA) 243390 1.02 –0.27 –20.9
BM Tech(BMTX) 131 2.78 +0.19 +7.3 NuHoldings(NU) 153177 8.17 +0.41 +5.3 FOXOTechnologies(FOXO) 22758 0.10 –0.02 –18.5 Aravive(ARAV) 209811 0.19 +0.04 +25.3
Snap(SNAP) 150745 9.44 +0.76 +8.8 Globalstar(GSAT) 20608 1.28 0.00 0.0 Lucid(LCID) 191885 4.28 –0.88 –17.1
Losers Nokia(NOK) 147065 3.18 –0.33 –9.4 Zomedica(ZOM) 14947 0.17 –0.00 –1.8 Rivian(RIVN) 173185 16.72 –2.58 –13.4
Vale(VALE) 122927 12.41 –0.68 –5.2 ChinaPharma(CPHI) 14754 0.11 –0.01 –8.0 Intel(INTC) 138083 34.92 –1.05 –2.9
Polished.com(POL) 533 2.30 –1.26 –35.5 Verizon(VZ) 120327 31.57 +0.90 +2.9 NewGold(NGD) 14719 1.07 +0.04 +3.9 Alphabet A(GOOGL) 127761 135.60 –1.76 –1.3
BlueRidgeBkshs(BRBS) 411 2.97 –0.80 –21.2 PetroleoBrasil(PBR) 112505 16.21 +0.77 +5.0 Cybin(CYBN) 12974 0.49 –0.09 –15.8 Nkarta(NKTX) 123500 2.20 +0.66 +42.9
CalidiBiotherap(CLDI) 132 2.61 –0.53 –16.9 Citigroup(C) 107310 39.68 –1.75 –4.2 EquinoxGold(EQX) 12120 4.56 +0.14 +3.2 CanopyGrowth(CGC) 122575 0.51 –0.19 –26.8
FlexSolInt(FSI) 117 2.13 –0.43 –16.8 US Bancorp(USB) 107131 30.93 –1.24 –3.9 EnergyFuels(UUUU) 11076 7.68 +0.14 +1.9 SoFiTech(SOFI) 115348 7.37 –0.75 –9.2
ArenaGroup(AREN) 66 3.74 –0.58 –13.4 ExxonMobil(XOM) 104986 111.08 +1.21 +1.1 Castellum(CTM) 10328 0.35 +0.16 +80.2 Microsoft(MSFT) 113688 326.67 –1.06 –0.3
AmpioPharm(AMPE) 54 2.87 –0.42 –12.8 KeyCorp(KEY) 100448 9.89 –0.57 –5.4 SilverCrestMetals(SILV) 10277 5.05 +0.15 +3.1 HubCyberSecurity(HUBC) 100361 0.65 +0.22 +49.5
EmpirePetrol(EP) 138 8.39 –1.00 –10.6 BarrickGold(GOLD) 99775 16.89 +1.15 +7.3 GeniusGroup(GNS) 9909 0.85 –0.14 –14.1 Alphabet C(GOOG) 99590 136.74 –1.84 –1.3
StrongGlbEnt(SGE) 56 1.82 –0.22 –10.6 LufaxHolding(LU) 96740 0.95 –0.11 –10.4 Senseonics(SENS) 9765 0.51 –0.04 –7.5 Ardelyx(ARDX) 92370 3.56 +0.23 +6.9
Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Winners CheniereEnergy(LNG) 1538793 171.83 –4.88 –2.8 Tesla(TSLA) 142017877 211.99 –39.13 –15.6
BerkHathwy A(BRK.A) 20138329511000.00–11699.99 –2.2
ExxonMobil(XOM) 11723536 111.08 +1.21 +1.1 B2Gold(BTG) 177060 3.34 +0.14 +4.4 NVIDIA(NVDA) 119605356 413.87 –40.74 –9.0
OlinkHolding(OLK) 50931 24.75 +9.84 +66.0 UraniumEner(UEC) 173644 5.32 +0.17 +3.3 Apple(AAPL) 50505156 172.88 –5.97 –3.3
BankofAmerica(BAC) 9198819 26.31 –0.45 –1.7
Falcon'sBeyondGlbl(FBYD) 1782 17.27 +5.68 +48.9 Chase(CCF) 145734 126.86 +0.19 +0.1 Microsoft(MSFT) 37580140 326.67 –1.06 –0.3
EliLilly(LLY) 8985180 584.64 –24.56 –4.0
PCTEL(PCTI) 5387 6.85 +2.19 +47.0 ImperialOil(IMO) 129818 59.81 –0.89 –1.5 Amazon.com(AMZN) 32358073 125.17 –4.62 –3.6
JPMorganChase(JPM) 8456790 142.95 –5.05 –3.4
VigilNeurosci(VIGL) 173 7.41 +1.57 +26.9 Tellurian(TELL) 125702 0.75 –0.14 –15.6 MetaPlatforms(META) 28248080 308.65 –6.04 –1.9
Visa(V) 7564993 233.38 –4.29 –1.8
FarmerBros(FARM) 342 2.82 +0.54 +23.7 EnergyFuels(UUUU) 82158 7.68 +0.14 +1.9 AdvMicroDevices(AMD) 26586438 101.81 –3.28 –3.1
UnitedHealth(UNH) 7532458 527.03 –12.37 –2.3
Children'sPlace(PLCE) 2402 28.77 +5.07 +21.4 CheniereEnerPtrs(CQP) 61137 55.34 +0.50 +0.9 Netflix(NFLX) 23863438 400.96 +45.28 +12.7
J&J(JNJ) 6584253 153.00 –3.85 –2.5
ScrippsEW(SSP) 2686 6.13 +1.06 +20.9 DenisonMines(DNN) 55199 1.51 +0.05 +3.4 lululemon(LULU) 19671208 395.82 +18.13 +4.8
Pfizer(PFE) 6421250 30.65 –1.46 –4.5
SleepNumber(SNBR) 2608 21.71 +3.59 +19.8 EquinoxGold(EQX) 54834 4.56 +0.14 +3.2 Alphabet A(GOOGL) 17300738 135.60 –1.76 –1.3
MorganStanley(MS) 6314686 73.13 –4.66 –6.0
Losers VMware(VMW) 5918633 150.91 –26.85 –15.1 SilverCrestMetals(SILV) 50652 5.05 +0.15 +3.1 Alphabet C(GOOG) 13871118 136.74 –1.84 –1.3
Name (Sym) Volume Close Change %Chg. Chevron(CVX) 5681352 166.83 +2.77 +1.7 CentrusEnergy(LEU) 32887 51.63 –1.19 –2.3 Broadcom(AVGO) 11206116 853.63 –29.55 –3.3
Procter&Gamble(PG) 5668739 148.05 +3.36 +2.3 MAG Silver(MAG) 32211 11.08 +0.14 +1.3 Adobe(ADBE) 7010397 540.96 –7.80 –1.4
EveloBiosci(EVLO) 3585 0.80 –2.32 –74.4
TaiwanSemi(TSM) 5552593 91.31 +0.85 +0.9 Seaboard(SEB) 32158 3485.59 +5.59 +0.2 Intel(INTC) 4935269 34.92 –1.05 –2.9
GenerationBio(GBIO) 8481 1.12 –2.12 –65.4
BerkHathwy B(BRK.B) 5206946 335.86 –9.23 –2.7 NovaGoldRscs(NG) 30951 3.82 +0.04 +1.1 PepsiCo(PEP) 4907302 160.00 0.00 0.0
Spectaire(SPEC) 959 4.97 –5.33 –51.7
McDonald's(MCD) 4928485 258.11 +9.80 +3.9 CamberEnergy(CEI) 29750 0.40 –0.02 –5.6 SuperMicroComp(SMCI) 4853606 248.58 –36.62 –12.8
Omeros(OMER) 12133 1.23 –1.04 –45.8
AbbottLabs(ABT) 4847925 96.78 +5.91 +6.5 StandardLithium(SLI) 26229 2.87 –0.22 –7.1 Costco(COST) 4796332 552.93 –13.91 –2.5
Inspirato(ISPO) 524 3.82 –3.17 –45.4
PioneerNatRscs(PXD) 4832290 250.93 +2.64 +1.1 Globalstar(GSAT) 26189 1.28 0.00 0.0 Booking(BKNG) 4738264 2756.64 –193.44 –6.6
BridgerAerospace(BAER) 794 4.00 –3.16 –44.1
Mastercard(MA) 4826000 384.41 –13.62 –3.4 ParkNational(PRK) 22812 93.60 –0.57 –0.6 ApplMaterials(AMAT) 4548721 134.12 –7.02 –5.0
MonteRosaTherap(GLUE) 5157 2.74 –2.09 –43.3
Oracle(ORCL) 4798201 101.85 –6.40 –5.9 RingEnergy(REI) 16912 1.80 +0.03 +1.7 ASML(ASML) 4474400 580.10 –19.65 –3.3
MSP Recovery(LIFW) 1112 1.26 –0.91 –41.9
Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
RE SEARCH REPORTS
For a look back at more analyst
research and reports, go online
to barrons.com/researchreports.
How Analysts Size

Up Companies
Amazon.com • AMZN-Nasdaq expense growth and creating positive Insider Transactions
Outperform • Price $131.47 on Oct. 18 operating leverage. Further, Bank of
Purchases Sales
These reports, by Wedbush New York is well capitalized and plans $ Val $ Val
excerpted and Company Symbol Insiders Shares (000's) Company Symbol Insiders Shares (000's)
to be judicious in returning 100% of Summit Therapeutics SMMT 1 2,976,190 5,000 Doordash DASH 3 452,300 35,243
edited by Barron’s,
Amazon is scheduled to report third- its earnings in dividends and stock Carnival CCL 1 350,000 4,545 Abacus Life ABL 4 2,802,000 17,625
were issued recently Msp Recovery LIFW 1 274,725 1,500 Trade Desk TTD 1 175,250 14,921
by investment and quarter results on Oct. 26. Since the buybacks in 2023. Price target: $50. Lexicon Pharmaceuticals
Re/Max
LXRX
RMAX
1
1
1,000,000
51,850
1,104
563
Firstcash
Jabil
FCFS
JBL
1
4
140,328
73,198
14,533
9,858
research firms. market close on Aug. 4 (the day after Amrep
Real Good Food Company
AXR
RGF
1
5
30,712
175,236
505
368
Ansys
Salesforce
ANSS
CRM
1
5
30,728
43,877
9,383
9,091
The reports are a Amazon’s second-quarter 2023 earn- Tyler Technologies • TYL-NYSE Rain Oncology
Lamb Weston
RAIN
LW
1
1
284,145
3,000
279
253
Datadog
Gitlab
DDOG
GTLB
2
2
95,637
165,000
8,615
7,763
sampling of analysts’ ings) Amazon shares have declined Wavedancer WAVD 1 350,000 175 Arista Networks ANET 1 39,500 7,760
Outperform • Price $375.16 on Oct. 16 Champions Oncology CSBR 1 27,630 174 Interactive Brokers IBKR 2 79,007 6,796
thinking; they should John Wiley & Sons WLY 1 5,000 150 Nike NKE 1 58,091 5,786
not be considered
5.8%, underperforming the Nasdaq by Oppenheimer Sportsmans Warehouse SPWH 1 30,000 138 Bj'S Wholesale Club BJ 2 80,520 5,624
Orchid Island Capital ORC 1 15,000 111 Johnson Controls International JCI 1 103,332 5,411
the views or recom- (-2.7%) and megacap tech (1.8%). We Intrusion INTZ 1 306,800 102 Airbnb ABNB 1 40,000 5,211
Lennar LEN 1 920 100 Vertex Pharmaceuticals VRTX 1 12,962 4,848
mendations of think investor sentiment for Amazon We are initiating coverage of Tyler Journey Medical DERM 1 33,000 98 Sprinklr CXM 2 290,951 4,028
Argan AGX 1 1,500 70 Hubspot HUBS 1 8,500 3,890
Barron’s. Some of is mixed heading into third-quarter Technologies [a provider of software Byrna Technologies BYRN 2 21,700 69 Zoom Video Communications ZM 2 57,070 3,766
the reports’ issuers Delcath Systems DCTH 1 14,505 50 Atlassian TEAM 2 16,482 3,270
results as investors continue to debate and services to state and local govern-
have provided, or An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the SEC within two business
hope to provide, 1) the trajectory of Amazon Web Ser- ments] with an Outperform rating and days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-plan or employee stock-option activity, trades by
beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales"
investment-banking vices’ growth and the company’s over- $450 price target. We believe that Ty- column includes only open-market and private sales, and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters
or other services to all AI strategy, 2) regulatory chal- ler represents a unique combination of
the companies being lenges and the outcome of the Federal revenue resiliency, new growth oppor-
analyzed.
Trade Commission lawsuit filed last tunities, and margin expansion. As Insider Transactions Ratio
month, 3) potential retail margin pres- the GovTech market leader, Tyler is
40
sure due to rising oil prices, and 4) best positioned to capitalize on a siz-
ongoing competition from Chinese able digital transformation opportu- Bearish
entrants (Temu, Shein, TikTok Shop). nity across all departments and levels 30
We think the company is broadly bet- of government. The onset of the

ter positioned than investors fear, and Covid-19 pandemic brought the real- 20
Ratio = 12
we see catalysts ahead as retail mar- ization that systems would need to be
gins continue to rise and AWS growth replaced sooner than originally antici- 10
accelerates against easing comps. pated. Constituents have come to ex-
Bullish
With margins rising, we analyzed 10 pect government services delivered 0
years of historical data and identified through consumer-like user experi- O N D J F M A M J J A S O
all periods when Amazon’s operating ences, which typically require modern Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. The total top 20 sales and buys are
margin either increased or decreased software architectures and functional- 183,421,623 and 15,353,789 respectively; Source: Thomson Reuters
on a year-over-year basis for two or ity delivered through mobile devices.
more consecutive quarters. We then Management projects revenue to ex-
compared share price returns during ceed $2.3 billion to 2.4 billion in fiscal
those periods, and found that on aver- 2025 and $3.6 billion to 3.8 billion by be at the trough of utilization. We maintain our Outperform rating.
age, Amazon shares have appreciated fiscal 2030, with free-cash-flow mar- disagree with this and see potential That is due to our view of manage-
84% when operating margins are ris- gins trending up from 10% today to further downside from here—Covid ment’s ability to manage the environ-
ing versus just 1% when operating 17% to 19% in fiscal 2025 and 30%- data continue to point to a general ment and the prospects for outsize
margins are declining. Price target: plus in fiscal 2030. The push to the trend of decline, e.g., testing rates are volume growth in out-years driven
$180. cloud is projected to boost customer down 90% year over year. Even as- by J.B.Hunt’s renewed commitment
spend by two times, while also im- suming we are seeing the trough for with its primary rail partner, a multi-
Bank of New York Mellon • BK-NYSE proving margins by streamlining the Covid, Pfizer’s lack of meaningful year expansion in capacity, and im-
Sector Perform • Price $43.44 on Oct. 17 product portfolio. pipeline drivers and exposure to loss proving box turns. We remain stead-
By RBC Capital Markets of exclusivity ($16 billion to $18 bil- fast in our belief that intermodal’s
Pfizer • PFE-NYSE lion in revenue exposed to LOE in value proposition could rise on im-
Bank of New York Mellon, as the Neutral • Price $32.11 on Oct. 16 2025 to 2030) is another reason we proved service and the environment,
plumber to much of the financial sys- by UBS are at Neutral. Price target: $36. social, and governance, or ESG, bene-
tem, has benefited from the rise in fits that intermodal offers. Further,
federal funds, as it has posted double- Pfizer finally threw in the towel on the J.B. Hunt Transport Services J.B. Hunt continues to garner a sticky
digit net interest income growth over potential for reinvigorated demand • JBHT-Nasdaq growth engine in its Dedicated [Con-
the past 18 months. In third-quarter for Comirnaty [the Pfizer/BioNTech Outperform Price $188.70 on Oct. 17 tract Services] business with conver-
2023, however, NII growth stalled out Covid-19 vaccine] and Paxlovid [a by Raymond James sion upside. With shares at 22 times
as average earning assets declined and Covid treatment], with a major cut our estimated 2024 earnings per
its net interest margin contracted. To to guidance and announcement of a While concerns over the trajectory share, these opportunities do not
counter these trends, which should cost-cutting program. Pfizer stated it of the freight markets remain, with seem fully appreciated, as accelerat-
bottom over the next six months, man- believes we are at the peak of antivac- customers working through excess ing load growth could drive a positive
agement is very focused on reducing cination rhetoric, suggesting we may inventories and weak imports, we rerating. Price target: $200.
Barron's 50-Stock Average 53 Dow Jones Averages 49 Money Rates, U.S. & Foreign 51 Vital Signs 29
DATA
Cash Track 47 Dow Jones Per Share Values 50 Mutual Funds 47 Week In Stocks 50
Charting the Market 34 Exchange Traded Portfolios 46 N.Y. Stock Exchange 37 Weekly Bond Statistics 52
Coming Earnings 51 Federal Reserve Data Bank 52 Nasdaq National Market 41 Winners & Losers Stocks 35
Conference Call Calendar 52 Foreign Exchange 51 New Corporate Listings 50
Consensus Estimate 51 Gold & Silver Prices 52 New Highs & Lows 53
Delta Tactical Sentiment 51 Gold Mining Index 52 NYSE Half-Hourly Volume 50
Distributions & Offerings 53 Indexes P/Es & Yields 50 Other Market Indexes 49
Dividend Boosts - Reductions 52 Initial Public Offerings 50 Pulse of the Economy 51
Dividend Ex-Payment Dates 52 Investor Sentiment Readings 50 Stock Splits - Special Dividends 52
DJ Averages 49 Key Foreign Market Indexes 45 Stock Volume 50
Contact Us
DJ U.S. Total Market Industry Groups 51 Market Lab 49 Trading Diary 49 For queries, email us at
Statistics from October 16-20, 2023 memberservices@dowjones.com
NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS
–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
70.63 27.92 Alteryx AYX ... dd 34.94 –0.27 ... 164.82 108.42 AppliedIndlTechs AIT .9 17 153.86 –5.57 .35 44.77 27.46 Avangrid AGR 5.8 20 30.59 –0.39 .44 73.98 46.43 BlackHills BKH 5.1 13 48.90 –1.72.625
A 7.06 2.01 AlticeUSA ATUS ... dd 2.95 –0.10 ... 133.79 92.55 Aptargroup ATR 1.3 32 122.22 –3.75 .41 31.99 18.16 AvanosMedical AVNS ... dd 18.27 –0.18 ... 11.79 10.03 BlackMountainA BMAC ... 96 10.69 +0.01 ...
63.88 41.17 AAR AIR ... 31 58.14 +0.07 ... 48.11 40.91 Altria MO 9.2 11 42.71 +0.05 .98 124.88 84.14 Aptiv APTV ... 28 92.00 –2.96 ... 25.25 17.91 Avantor AVTR ... 33 20.54 –0.45 ... 5.75 3.17 BlackBerry BB ... dd 3.37 –0.10 ...
49.58 37.61 ABMIndustries ABM 2.2 11 40.29 –3.74 .22 10.20 4.08 AltusPower AMPS ... dd 5.03 –0.23 ... 33.01 23.55 Aramark ARMK 1.7 13 26.33 +0.98 .11 195.95 158.93 AveryDennison AVY 1.9 25 173.87 –8.82 .81 785.65 570.94 BlackRock BLK 3.3 17 614.83 –12.835.00
17.75 11.33 AmbacFin AMBC ... 1 11.53 +0.06 ... 17.74 10.10 ArborRealty ABR 11.8 8 14.00 –0.23 .43 44.74 27.65 Avient AVNT 3.2 cc 32.03 –0.88.2575 2.37 1.10 BlackSkyTech BKSY ... dd 1.28 +0.05 ...
6.62 4.27 ACCO Brands ACCO 6.0 dd 5.04 –0.20.075
10.72 6.63 AcresCmclRlty ACR ... dd 7.16 –0.99 ...
3.24 2.40 Ambev ABEV 4.4 14 2.46 –0.09.1457 32.49 21.14 ArcelorMittal MT ... 4 21.67 –1.11 ... 45.29 30.53 Avista AVA 5.8 16 31.50 –1.23 .46 116.78 71.72 Blackstone BX 3.5 57 94.42 –9.38 .80
12.78 8.51 Amcor AMCR 5.8 12 8.51 –0.20.1225 175.10 102.42 ArchResources ARCH .7 3 149.74 –4.74 3.72 33.68 22.12 AxaltaCoating AXTA ... 25 25.81 –0.75 ... 25.82 16.61 BlackstoneMtg BXMT12.3 13 20.14 –1.02 .62
5.75 0.66 ADC Therap ADCT ... dd .83 +0.03 ...
31.09 15.79 AmerantBncpA AMTB 2.1 8 17.22 –1.16 .09 7.49 1.62 ArcherAviation ACHR ... dd 4.87 –0.24 ... 51.46 33.15 AxosFinancial AX ... 7 35.85 +0.18 ... 2.57 0.53 BlendLabs BLND ... dd 1.23 +0.03 ...
10.10 4.89 ADT ADT 2.2 dd 6.25 –0.03.035
92.44 69.71 Ameren AEE 3.3 18 76.33 –1.62 .63 98.28 69.92 ADM ADM 2.5 10 72.85 –0.47 .45 13.87 3.82 Azul AZUL ... dd 7.34 –0.28 ... 44.83 28.83 BlockHR HRB 3.0 12 43.25 +0.41 .32
92.16 69.46 AECOM ACM .9 82 77.98 –2.77 .18
68.75 29.54 Ameresco AMRC ... 30 29.54 –3.76 ... 13.79 7.05 Archrock AROC 4.9 30 12.71 –0.24 .155 89.97 40.77 Block SQ ... dd 43.98 +0.81 ...
29.89 11.43 AES AES 4.8 dd 13.83 +0.67.1659 B
23.07 16.00 AmericaMovil AMX 2.0 11 16.83 +0.06.1967 11.47 6.73 ArcosDorados ARCO 2.1 12 9.23 –0.22 .04 26.55 10.45 BloomEnergy BE ... dd 11.31 –0.12 ...
82.03 59.18 Aflac AFL 2.2 10 77.58 –2.67 .42
29.73 16.04 AmericanAssets AAT 7.3 22 17.98 –0.31 .33 79.38 52.04 Arcosa ACA .3 12 68.61 +0.41 .05 14.32 10.51 BlueOwlCapital OBDC 9.9 6 13.39 –0.11 .33
145.53 109.81 AGCO AGCO 1.0 8 113.20 –5.25 .29 2.29 1.00 Bark BARK ... dd 1.03 –0.03 ...
11.19 6.61 AmericanAxle AXL ... 20 7.08 +0.06 ... 36.13 15.52 ArcusBiosci RCUS ... dd 16.12 ... ... 14.04 8.54 BlueOwlCapital OWL 4.5 cc 12.37 –0.75 .14
7.05 4.16 AG Mortgage MITT14.5 9 4.96 –0.18 .18 16.68 7.20 B&G Foods BGS 9.0 dd 8.47 +0.47 .19
18.41 9.85 AmerEagle AEO 2.3 17 17.45 +0.63 .10 5.90 2.62 ArdaghMetalPkg AMBP15.3 23 2.62 –0.06 .10 40.93 16.24 BluegreenVac BVH 2.5 9 32.22 –1.48 .20
25.80 3.60 a.k.a.Brands AKA ... dd 7.83 +2.63 ... 48.38 36.15 BCE BCE 7.8 20 36.93 –0.91.7243
54.44 28.05 AmerEquity AEL .7 10 53.15 –0.16 .36 19.41 11.12 ArdmoreShipping ASC 5.8 3 13.13 –0.02 .19 98.33 61.48 BlueLinx BXC ... 5 71.36 –1.84 ...
80.74 7.05 AMC Ent AMC ... dd 9.08 –0.42 ... 3.72 1.68 BEST BEST ... dd 2.13 –0.09 ...
182.15 132.21 AmerExpress AXP 1.7 13 141.57 –9.53 .60 10.79 9.94 AresAcqnA AAC ... dd 10.76 –0.02 ... 10.46 9.71 BluescapeOppsAcqn BOAC ... 45 10.01 –0.02 ...
129.04 72.10 AMN Healthcare AMN ... 10 73.75 –0.14 ... 16.02 8.85 BGSF BGSF 6.5 12 9.30 +0.20 .15
150.98 106.89 AmericanFin AFG 2.7 11 106.98 –2.14 .71 10.37 10.10 AresAcqnII A AACT ... ... 10.28 –0.01 ... 243.10 132.21 Boeing BA ... dd 180.04 –4.87 ...
37.72 4.54 AMTD Digital HKD ... 20 4.60 –0.91 ... 71.52 46.92 BHP Group BHP 6.1 11 54.85 –1.75 1.60
37.97 28.79 AmHomes4Rent AMH 2.6 34 33.69 –1.16 .22 12.75 7.52 AresCommRealEst ACRE14.3 dd 9.24 –0.03 .33 112.58 59.32 BoiseCascade BCC .9 6 91.16 –2.75 .20
2.56 1.08 AMTD IDEA AMTD ... 1 1.12 –0.08 ... 64.88 45.66 AIG AIG 2.4 10 59.52 –1.57 .36 112.15 65.29 AresMgmt ARES 3.0 63 102.20 –6.33 .77 139.50 68.30 BILL BILL ... dd 101.00 –9.73 ...
11.20 10.18 AP Acqn A APCA ... 81 11.00 +0.02 ... 5.49 1.40 BitMining BTCM ... dd 2.82 –0.16 ... 104.91 50.20 BootBarn BOOT ... 14 76.44 –2.92 ...
31.59 13.23 AmRltyInv ARL ... 1 13.32 –1.38 ... 47.80 31.73 Argan AGX 2.7 17 44.52 –1.38 .30 130.34 87.99 BoozAllen BAH 1.5 55 121.85 –6.05 .47
3.87 2.14 ARC Document ARC 6.8 11 2.94 +0.01 .05 100.51 75.20 AmerStWater AWR 2.2 24 77.33 –1.27 .43 30.13 22.38 ArgoGroup ARGO 4.2 dd 29.80 +0.08 .31 80.41 60.33 BJ'sWholesale BJ ... 19 69.27 +0.16 ...
9.03 4.88 ASE Tech ASX 5.5 11 7.71 +0.05.5714 41.38 30.70 BP BP 3.8 6 39.61 –0.40.4362 47.05 29.71 BorgWarner BWA 1.1 10 38.61 –0.09 .17
28.24 6.15 AmerStratInvt NYC ... dd 9.16 +0.16 ... 17.81 6.69 ArisWater ARIS 4.3 24 8.34 –0.76 .09 9.01 3.66 BorrDrilling BORR ... dd 6.94 –0.31 ...
97.80 63.27 ASGN ASGN ... 16 78.58 –3.67 ... 235.57 154.58 AmerTowerREIT AMT 3.9 77 160.09 –6.87 1.62 198.70 105.39 AristaNetworks ANET ... 34 186.11 –3.74 ... 15.35 4.52 BP Prudhoe BPT 17.8 2 5.63 +0.21.2974
21.53 13.43 AT&T T 7.2 dd 15.38 +1.02.2775 8.27 2.61 BRC BRCC ... dd 2.63 –0.10 ... 422.75 296.27 BostonBeer SAM ... 70 369.48 +20.24 ...
24.13 9.85 AmerVanguard AVD 1.2 26 10.09 –0.06 .03 4.84 2.53 ArlingtonAsset AAIC ... 16 4.29 –0.07 ... 28.98 14.66 BostonOmaha BOC ... cc 14.89 –0.25 ...
47.92 25.39 ATI ATI ... 18 35.58 –1.90 ... 162.59 115.39 AmerWaterWorks AWK 2.4 24 115.80 –2.24.7075 11.54 2.93 ArloTech ARLO ... dd 8.70 +0.26 ... 2.92 1.06 BRF BRFS ... dd 2.12 +0.03 ...
59.00 6.00 ATI PhysTherapy ATIP ... dd 7.47 +0.02 ... 22.55 16.07 BRT Apartments BRT 5.9 33 16.98 –0.69 .25 79.42 46.18 BostonProps BXP 7.3 13 53.90 –1.54 .98
4.39 0.93 AmericanWell AMWL ... dd 1.09 +0.06 ... 13.73 9.93 ArmadaHoffler AHH 7.7 20 10.18 –0.17 .195 55.38 39.52 BostonSci BSX ... 84 50.05 +0.53 ...
48.89 30.90 ATS ATS ... 33 35.45 –3.84 ... 33.90 21.49 AmericoldRealty COLD 3.3 dd 26.84 –0.34 .22 33.38 15.26 ArmourResREIT ARR 31.5 dd 15.26 –2.93 .40 79.42 53.73 BWX Tech BWXT 1.2 31 76.51 –0.85 .23
19.79 10.04 A10Networks ATEN 2.2 18 10.99 +0.08 .06 8.13 2.66 Babcock&Wilcox BW ... dd 2.70 –0.03 ... 17.45 9.09 Bowlero BOWL ... 37 11.19 +0.67 ...
358.02 257.10 Ameriprise AMP 1.7 14 312.19 –12.72 1.35 83.40 62.03 ArmstrongWorld AWI 1.6 15 69.27 –1.48 .28 34.98 23.91 Box BOX ... cc 24.05 –0.85 ...
63.99 48.85 AXIS Capital AXS 3.1 14 56.19 –1.60 .44 164.75 114.36 Ametek AME .7 26 141.57 –7.07 .25 147.42 95.43 ArrowElec ARW ... 6 113.45 –1.17 ... 170.86 97.71 BadgerMeter BMI .8 47 136.94 +0.92 .27
34.96 15.12 AZEK AZEK ... cc 25.71 –1.42 ... 2.87 1.05 Bakkt BKKT ... dd 1.06 –0.02 ... 73.00 51.79 BoydGaming BYD 1.1 9 59.54 +0.52 .16
4.74 1.24 AmnealPharm AMRX ... dd 3.47 –0.37 ... 42.97 26.03 ArtisanPtrsAsset APAM 6.7 12 33.34 –2.16 .61 58.20 42.47 Brady BRC 1.8 15 52.89 –1.33.235
50.86 34.59 AZZ AZZ 1.5 16 45.12 –1.94 .17 4.00 2.15 Ampco-Pitt AP ... 34 2.59 ... ... 17.97 9.83 Artivion AORT ... dd 13.14 –0.27 ... 62.14 43.38 Ball BALL 1.8 18 44.14 +0.06 .20
16.16 7.65 Aaron's AAN 5.4 dd 9.28 –0.09 .125 25.67 8.76 Bally's BALY ... dd 8.80 –0.79 ... 5.60 2.22 BraemarHtls BHR 7.4 dd 2.72 –0.03 .05
90.28 68.99 Amphenol APH 1.1 26 79.86 –2.04 .21 26.27 11.32 Asana ASAN ... dd 18.36 +0.78 ... 7.25 3.42 BrandywineRealty BDN 15.3 27 3.92 –0.12 .15
115.83 89.67 AbbottLabs ABT 2.1 33 96.78 +5.91 .51 10.38 5.97 AmplifyEnergy AMPY ... 1 7.20 –0.14 ... 256.39 138.88 AsburyAutomotive ABG ... 5 204.71 –7.69 ... 18.26 9.72 BancCalifornia BANC 3.5 8 11.38 –1.05 .10
168.11 130.96 AbbVie ABBV 4.0 30 146.23 –1.731.48 6.60 2.61 BancoBBVA BBAR .0 ... 3.99 –0.11.064 6.48 4.49 BrasilAgro LND 10.8 11 5.75 +0.15.6018
12.55 3.14 AmpriusTech AMPX ... dd 3.22 –0.27 ... 8.43 2.06 AshfordHosp AHT ... dd 2.22 +0.02 ... 13.77 6.26 Braskem BAK ... dd 7.23 –0.27 ...
64.85 15.95 Abercrombie&Fitch ANF ... 29 60.90 +0.51 ... 19.97 10.55 Amrep AXR ... 4 16.61 +0.12 ... 114.36 75.65 Ashland ASH 2.0 dd 76.70 +0.77.385 8.28 4.79 BancoBilbaoViz BBVA 5.2 6 7.95 –0.06.1685
16.36 12.37 AcadiaRealty AKR 5.2 dd 13.77 –0.19 .18 3.35 2.12 BancoBradesco BBDO 5.4 9 2.51 +0.06.0034 44.52 23.19 BreadFinancial BFH 2.9 3 28.65 –1.82 .21
10.92 10.10 AndrettiAcqnA WNNR ... 77 10.78 +0.03 ... 14.44 5.33 AspenAerogels ASPN ... dd 6.90 –1.42 ...
12.05 7.26 AccelEnt ACEL ... 16 10.13 –0.09 ... 23.50 17.34 BancodeChile BCH 8.3 7 19.54 +0.142.1466 16.40 7.55 BridgeInvt BRDG 9.0 dd 7.58 –0.87 .17
11.02 4.43 AngelOakMtgREIT AOMR16.0 dd 8.00 –0.05 .32 33.00 18.02 AssetMarkFin AMK ... 17 23.81 –0.27 ...
330.44 242.80 Accenture ACN 1.7 28 297.00 –4.83 1.29 4.50 2.65 BancoItauChile ITCL 5.7 4 2.95 –0.27.1646 93.60 5.60 BrightHealth BHG ... dd 7.41 +0.51 ...
30.27 12.69 AngloGoldAsh AU 1.1 cc 19.46 –0.04.0337 25.50 14.47 AssociatedBanc ASB 5.4 6 15.48 –0.52 .21
10.40 9.75 AcropolisInfrA ACRO ... 60 10.29 –0.01 ... 24.65 14.29 Bladex BLX 4.5 6 22.11 –0.07 .25 98.87 58.43 BrightHorizons BFAM ... 70 78.68 –2.35 ...
67.09 45.02 AB InBev BUD 1.2 17 52.57 –1.14.8245 42.97 31.01 AssocCapital AC .6 41 33.94 –0.33 .10
202.90 149.30 AcuityBrands AYI .3 16 166.96 –11.62 .13 28.07 12.38 BancoMacro BMA .0 3 18.65 +0.58.4262 3.44 0.81 BrightScholar BEDU ... ... 1.06 –0.10 ...
24.43 16.22 AnnalyCap NLY 16.0 dd 16.24 –1.29 .65 153.90 104.49 Assurant AIZ 1.9 23 145.98 –2.15 .70
61.98 42.06 Acushnet GOLF 1.5 16 51.89 ... .195 6.64 4.76 BancSanBrasil BSBR 4.9 ... 5.13 –0.24.0596 26.88 16.48 BrightSphere BSIG .2 10 16.48 –0.83 .01
23.89 7.40 AnnovisBio ANVS ... dd 8.58 +0.72 ... 67.13 45.21 AssuredGuaranty AGO 1.9 12 59.97 –1.07 .28
11.98 6.95 Adecoagro AGRO 2.9 13 10.97 +0.28.1626 21.81 13.57 BcoSantChile BSAC 5.5 13 17.12 –0.011.2511 7.96 5.21 BrightSpire BRSP14.4 dd 5.56 –0.51 .20
12.75 9.56 AnteroMidstream AM 7.2 18 12.49 +0.02.225 164.76 87.64 Atkore ATKR ... 7 125.63 –11.63 ...
47.50 31.52 Adient ADNT ... 29 34.62 –0.89 ... 4.09 2.50 BancoSantander SAN 2.9 6 3.60 –0.04.0852 9.32 5.16 BrightView BV ... dd 7.30 –0.20 ...
40.19 19.91 AnteroResources AR ... 6 27.97 +0.14 ... 41.04 23.32 AtlUnionBkshs AUB 4.3 10 27.81 –0.84 .30
47.25 33.59 AdtalemGlbEduc ATGE ... 20 43.41 –1.00 ... 30.89 21.55 BanColombia CIB 4.4 8 25.41 +0.43.852 77.47 52.63 Brink's BCO 1.3 29 67.57 –2.81 .22
9.85 4.18 AnywhereRealEst HOUS ... dd 4.27 –0.68 ... 24.69 15.06 AtlasEnergy AESI 3.5 ... 20.02 –0.23 .05
194.35 49.28 AdvanceAuto AAP 2.0 9 51.20 +0.45 .25 38.60 25.47 BankofAmerica BAC 3.6 7 26.31 –0.45 .24 42.12 27.77 BrinkerIntl EAT ... 15 32.98 +2.61 ...
347.37 270.37 Aon AON .8 24 314.12 –11.98 .615 125.28 99.46 AtmosEnergy ATO 2.7 19 108.78 –3.20 .74
134.94 75.02 AdvDrainageSys WMS .5 18 109.31 –6.68 .14 38.31 22.93 BankofButterfield NTB 6.7 5 26.24 –0.57 .44 81.44 55.70 BristolMyers BMY 4.0 15 56.46 –0.01 .57
40.28 29.64 AptIncmREIT AIRC 5.8 15 31.06 –0.06 .45 25.20 19.10 AtmusFiltration ATMU ... ... 20.27 –0.20 ...
44.57 27.93 AdvanSix ASIX 2.3 7 27.98 –0.81 .16 82.87 30.83 BankofHawaii BOH 6.1 9 45.69 –2.79 .70 0.17 0.08 BristolMyersRt CELG.RT ... ... .09 ... ...
8.93 5.82 ApartmtInv AIV ... dd 6.32 –0.25 ... 3.51 1.44 ATRenew RERE ... dd 1.51 –0.09 ...
5.69 4.01 Aegon AEG 5.1 ... 4.65 –0.07.1528 102.79 77.50 BankMontreal BMO 4.4 10 77.52 –3.021.0818 31.89 20.08 Bristow VTOL ... 74 27.52 +0.23 ...
29.57 14.38 APi Group APG ... 90 25.30 –0.36 ... 38.91 23.66 Autohome ATHM 2.0 12 27.42 –1.32 .53
5.90 1.52 Aenza AENZ ... dd 1.93 –0.16 ... 52.26 38.11 BankNY Mellon BK 4.0 10 41.66 +0.48 .42 42.36 29.61 BritishAmTob BTI 9.5 6 29.82 +0.04.7006
12.75 8.58 ApolloComRlEst ARI 14.7 12 9.50 –0.59 .35 103.99 73.30 Autoliv ALV 2.7 20 96.49 +2.16 .66
69.50 49.42 AerCap AER ... 7 58.15 –0.82 ... 93.18 48.63 ApolloGlbMgmt APO 2.1 39 82.36 –5.20 .43 182.08 95.29 AutoNation AN ... 6 133.70 –1.41 ... 55.91 41.26 BankNovaScotia BNS 7.5 9 41.33 –2.12.7794 24.27 18.95 BrixmorProp BRX 5.2 17 20.08 –0.12 .26
2.38 0.61 AevaTech AEVA ... dd .62 –0.10 ... 10.81 9.87 ApolloStratII A APGB ... 40 10.59 ... ... 2750.00 2250.33 AutoZone AZO ... 19 2488.55 –64.15 ... 40.22 15.83 BankUnited BKU 4.9 7 21.82 +0.24 .27 189.69 131.35 BroadridgeFinl BR 1.8 33 173.19 –4.49 .80
180.63 114.84 AffiliatedMgrs AMG .0 5 123.85 –1.47 .01 18.22 13.66 AppleHospREIT APLE 6.2 22 15.52 –0.12 .08 198.66 153.07 Avalonbay AVB 3.9 19 169.61 –6.81 1.65 10.95 10.01 BanyanAcqnA BYN ... dd 10.59 –0.01 ... 18.54 13.89 Broadstone BNL 8.0 16 14.05 –0.41 .28
160.26 106.82 AgilentTechs A .8 29 109.23 –1.28.225 9.44 6.38 Barclays BCS 5.2 ... 7.07 –0.34.1398 5.07 2.27 BrookdaleSrLiving BKD ... dd 3.78 –0.13 ...
20.17 5.18 Agiliti AGTI ... cc 5.59 +0.18 ... 9.37 6.96 BaringsBDC BBDC11.3 11 8.84 –0.13 .26 36.50 26.76 BrookfieldAsset BAM 4.2 7 30.41 –1.99 .32
29.44 15.00 agilon health AGL ... dd 19.34 +1.19 ... 3.22 0.75 Barnes&NobleEduc BNED ... dd .93 +0.14 ... 26.30 16.16 BrookfieldBus BBUC 1.5 6 16.31 –0.08.0625
–0.33 .16 38.48 28.25 Brookfield BN .9 cc 30.71 –1.46 .07
Five-Day Dow Composite

61.15 40.81 AgnicoEagleMines AEM 3.2 10 49.80 +1.20 .40 47.36 31.97 BarnesGroup B 2.0 26 32.59
75.71 53.44 AgreeRealty ADC 5.4 31 54.81 –0.09.247 20.75 13.01 BarrickGold GOLD 2.7 dd 16.89 +1.15 .10 48.23 28.97 BrookfieldInfr BIPC 5.2 15 29.70 –1.28.3825
46.20 32.54 AirLease AL 2.3 8 34.35 –1.39 .20 49.55 30.03 Bath&BodyWks BBWI 2.6 10 31.10 +0.90 .20 38.20 23.15 BrookfieldInfr BIP 6.6 42 23.22 –2.76.3825
328.56 235.70 AirProducts APD 2.5 28 278.57 –6.89 1.75 11.27 10.08 BatteryFutureA BFAC ... 38 10.83 ... ... 38.56 28.30 BrookfieldReinsur BNRE .0 ... 30.76 –1.40 .07
200.81 137.47 AlamoGroup ALG .5 16 164.02 –6.42 .22 21.95 12.79 Bausch+Lomb BLCO ... dd 16.91 +0.54 ... 36.16 21.77 BrookfieldRenew BEPC 5.8 13 23.21 +0.31.3375
14.12 7.40 AlamosGold AGI .8 31 12.70 +0.50.025
It’s No Good: The Dow slid 1.6% in its worst week since September. Ten- 10.23 5.57 BauschHealth BHC ... dd 7.32 +0.18 ... 74.57 52.82 Brown&Brown BRO .8 26 67.17 –2.54 .13
74.42 53.52 Brown-Forman A BF.A 1.5 35 56.34 +1.89.2055
57.18 31.73 AlaskaAir ALK ... 16 32.02 –1.05 ... year Treasury yields neared 5%. McDonald’s rose 4% as concerns about 58.12 31.01 BaxterIntl BAX 3.5 dd 32.69 +0.85 .29
74.76 52.59 Brown-Forman B BF.B 1.5 35 55.31 +1.83.2055
115.39 82.30 AlbanyIntl AIN 1.2 32 83.23 –1.32 .25 6.02 2.89 BaytexEnergy BTE 1.5 4 4.52 +0.17.0166
334.55 138.55 Albemarle ALB 1.2 4 138.68 –24.70 .40 weight-loss drugs eased, while Walgreens Boots Alliance fell 8.6%. 1.09 0.24 Beachbody BODY ... dd .24 –0.06 ... 93.15 64.55 Brunswick BC 2.2 9 72.06 –1.87 .40
23.88 19.14 Albertsons ACI 2.2 12 22.27 –0.13 .12 11.25 10.00 BeardEnerA BRD ... 60 10.71 –0.01 ... 50.35 30.18 Buckle BKE 4.0 7 35.15 +1.84 .35
–2.57 .10 8.92 6.34 Buenaventura BVN 1.0 21 8.54 +0.15.073
57.61 23.26 Alcoa AA 1.7 dd 24.01 Monday Tuesday Wednesday Thursday Friday 35.93 9.47 BeazerHomes BZH ... 4 22.40 –0.99 ...
86.20 56.42 Alcon ALC ... 99 72.51 –2.69 ... 287.32 217.70 BectonDicknsn BDX 1.4 47 258.64 –0.06 .91 30.49 14.75 Build-A-Bear BBW .0 7 25.61 –1.25 1.50
20.75 15.95 Alexander&Baldwin ALEX 5.5 dd 15.96 –0.14 .22 34,120 99.13 62.65 Belden BDC .3 11 71.71 +0.69 .05 156.85 53.79 BuildersFirst BLDR ... 8 109.28 –6.99 ...
247.35 155.60 Alexander's ALX 10.2 9 176.51 +0.734.50 44.91 21.40 BellRing BRBR ... 38 43.04 –0.05 ... 116.59 87.87 Bunge BG 2.6 8 101.60 –0.57.6625
172.65 94.26 AlexandriaRlEst ARE 5.2 28 95.06 –3.82 1.24 30.00 20.58 BenchmarkElec BHE 2.8 12 23.25 –0.49 .165 17.70 6.09 BurfordCapital BUR 2.0 89 12.38 –0.60.0625
121.30 58.01 Alibaba BABA ... 17 79.94 –4.08 ... 3.50 0.27 BensonHill BHIL ... dd .34 ... ... 239.94 114.96 BurlingtonStrs BURL ... 30 122.19 +5.88 ...
10.19 6.33 Alight ALIT ... dd 6.78 +0.06 ...
33,855 76.99 55.50 Berkley WRB .7 14 63.28 –0.56 .50 5.13 0.77 ButterflyNtwk BFLY ... dd .84 –0.10 ...
128.36 88.82 Allegion ALLE 1.9 17 97.00 –6.48 .45 566570 410112 BerkHathwy A BRK.A ... 9 511000 –11699 ... 26.00 16.40 BylineBancorp BY 1.9 7 18.85 –0.67 .09
4.89 1.55 Allego ALLG ... dd 1.67 –0.17 ... (Previous Friday Close) 373.34 271.46 BerkHathwy B BRK.B ... 8 335.86 –9.23 ... C
67.45 49.29 Allete ALE 5.1 16 52.82 –0.99.6775 33,590 31.63 18.07 BerkshireHills BHLB 3.9 8 18.68 –1.49 .18
42.00 28.57 AllianceBernstein AB 9.0 13 29.03 –0.37 .61 68.01 45.22 BerryGlobal BERY 1.8 10 55.39 –0.25 .25 359.33 262.40 CACI Intl CACI ... 20 327.06 –11.05 ...
61.53 36.03 AllisonTransm ALSN 1.6 8 57.03 –1.54 .23 93.32 61.85 BestBuy BBY 5.4 12 68.68 –0.81 .92 58.10 29.05 CAVA CAVA ... dd 33.00 –0.14 ...
142.15 100.57 Allstate ALL 2.9 dd 123.19 +2.87 .89 20.91 3.73 BigLots BIG 24.7 dd 4.85 +0.50 .30 1.49 0.58 CBD Pao CBD ... dd .64 ... ...
10.94 2.63 AllurionTech ALUR ... dd 4.30 –0.42 ...
33,325 6.77 0.58 BigBear.ai BBAI ... dd 1.30 –0.01 ... 56.96 45.22 CBIZ CBZ ... 23 51.59 –2.24 ...
35.78 21.59 AllyFinancial ALLY 5.0 7 24.05 –0.53 .30 1058.50 615.67 BiglariA BH.A ... 6 700.29 –24.71 ... 31.03 20.45 CBL&Assoc CBL 7.3 dd 20.51 –0.30 .375
6.90 4.80 AlmacenesExito EXTO ... cc 6.80 +1.78 ... +314.25 +13.11 -332.57 -250.91 -286.89 218.50 128.47 BiglariB BH ... 4 148.20 +1.17 ... 89.58 66.43 CBRE Group CBRE ... 26 67.49 –3.96 ...
267.60 130.54 AlphaMetal AMR .9 4 219.51 –4.08 .50 33,060 28.85 12.35 Biohaven BHVN ... dd 27.37 +0.23 ... 11.60 9.98 CCNeubergerIII A PRPC ... cc 10.93 ... ...
20.79 14.42 AlpineIncmProp PINE 7.6 29 14.43 –2.52.275 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 509.62 309.02 Bio-RadLab A BIO ... dd 310.79 –33.94 ... 112.44 60.08 CF Industries CF 1.9 7 82.98 –1.57 .40
20.60 10.37 AltaEquipment ALTG 2.2 70 10.40 –0.53.057 467.95 317.26 Bio-RadLab B BIO.B ... dd 317.26 –37.80 ... 11.85 10.03 C5AcqnA CXAC ... 99 10.74 –0.03 ...
10.77 9.78 AltC Acqn ALCC ... 59 10.32 +0.02 ... 42.51 35.83 Birkenstock BIRK ... 42 38.70 +2.32 ... 107.66 75.68 CGI A GIB ... 20 97.52 –0.54 ...
D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

9.30 3.34 CI&T CINT ... 19 4.57 –0.99 ... 86.58 53.56 CivitasRscs CIVI 10.2 6 78.30 +2.45 1.24 82.69 41.69 DarlingIngred DAR ... 9 41.70 –2.99 ... 46.73 35.43 EmployersHldgs EIG 2.9 9 39.06 –0.84 .28 8.85 4.26 Fisker FSR ... dd 5.44 –0.77 ...
65.72 49.87 CMS Energy CMS 3.7 21 52.91 –1.11.4875 11.99 6.07 Clarivate CLVT ... dd 6.75 –0.02 ... 116.97 65.28 DaVita DVA ... 16 77.52 +4.32 ... 17.37 6.47 EmpresaDisCom EDN ... dd 11.14 –0.98 ... 3.74 1.88 FivePoint FPH ... 10 2.49 –0.14 ...
45.42 36.17 CNA Fin CNA 4.3 11 39.49 –0.75 .42 18.15 10.08 ClarosMtg CMTG12.7 25 10.73 –0.46 .25 568.47 326.10 DeckersOutdoor DECK ... 25 497.59 +5.16 ... 42.12 31.03 Enbridge ENB 8.4 23 31.82 –0.91.6667 47.66 22.49 FiverrIntl FVRR ... dd 22.55 –1.50 ...
17.98 11.11 CNH Indl CNHI 3.5 7 11.21 –0.54.3823 178.33 109.36 CleanHarbors CLH ... 21 156.84 –2.56 ... 450.00 345.55 Deere DE 1.4 11 375.15 –5.51 1.35 72.06 45.19 EncompassHealth EHC 1.0 20 63.04 –0.43 .15 10.66 9.89 FlameAcqnA FLME ... cc 10.52 –0.05 ...
26.35 19.50 CNO Financial CNO 2.6 12 23.17 –0.50 .15 2.14 0.95 ClearChannelOutdr CCO ... dd 1.10 –0.01 ... 58.81 36.50 DelekLogistics DKL 9.7 12 42.62 –0.791.035 95.00 44.62 Endava DAVA ... 28 54.63 –2.60 ... 278.35 161.69 FleetCorTech FLT ... 19 239.00 –10.42 ...
23.68 14.36 CNX Resources CNX ... 2 22.78 –0.39 ... 35.00 15.28 ClearSecure YOU 1.7 dd 16.81 +0.12 .07 35.45 19.39 DelekUS DK 3.5 dd 26.87 +0.98.235 26.26 17.96 Endeavor EDR 1.3 dd 17.97 –0.36 .06 38.24 27.76 FlexLNG FLNG 9.9 11 30.36 –0.39 .75
112.49 49.35 CONSOL Energy CEIX 3.1 5 103.65 –3.73 1.10 20.74 13.02 ClearwaterAnalytic CWAN ... dd 18.95 –0.59 ... 72.82 35.26 DellTechC DELL ... 26 65.91 –2.13 ... 4.55 2.26 EndeavourSilver EXK ... 40 2.45 ... ... 116.03 63.51 Floor&Decor FND ... 31 82.34 –0.41 ...
28.69 21.59 COPTDefenseProp CDP 4.9 14 23.48 –0.69.285 45.00 29.22 ClearwaterPaper CLW ... 9 36.30 –0.15 ... 49.81 30.98 DeltaAir DAL 1.2 6 32.23 –1.87 .10 3.90 1.43 EnelChile ENIC 10.3 3 2.77 –0.11.3076 9.24 3.42 FlotekIndustries FTK ... dd 3.87 –0.37 ...
60.00 37.27 CRH CRH .5 14 54.99 –2.54 .25 33.86 17.47 ClearwayEnergyA CWEN.A 6.4 29 20.15 –0.34.3891 21.59 13.61 Deluxe DLX 6.7 15 17.84 –0.13 .30 8.36 4.00 Enerflex EFXT 1.7 dd 4.29 ....0184 30.16 20.24 FlowersFoods FLO 4.4 20 20.86 +0.32 .23
11.45 5.27 CS Disco LAW ... dd 5.75 +0.14 ... 36.57 18.59 ClearwayEnergyC CWEN 7.1 30 21.22 –0.36.3891 100.65 75.33 Denbury DEN ... 10 93.09 +0.99 ... 37.89 26.20 Energizer ENR 3.8 dd 31.84 +0.88 .30 41.02 25.28 Flowserve FLS 2.2 21 37.07 –1.04 .20
21.33 15.63 CTO Realty CTO 9.6 dd 15.82 –0.33 .38 22.83 11.83 Cleveland-Cliffs CLF ... 33 14.59 –0.57 ... 16.39 6.14 DesignerBrands DBI 1.8 5 11.18 –0.56 .05 14.15 11.37 EnergyTransfer ET 8.9 12 14.00 +0.17 .31 38.87 25.69 Fluor FLR ... dd 34.71 –1.44 ...
49.59 35.96 CTS CTS .4 22 39.17 –0.31 .04 7.77 4.78 ClipperRealty CLPR 7.8 dd 4.90 –0.06.095 2.70 1.05 DesktopMetal DM ... dd 1.15 –0.05 ... 5.51 1.35 EnergyVault NRGV ... dd 2.07 –0.40 ... 119.62 64.46 FomentoEconMex FMX 1.4 10 100.62 –5.391.0138
48.87 10.16 C3.ai AI ... dd 24.31 –0.44 ... 178.21 119.51 Clorox CLX 3.9 cc 122.80 +0.35 1.20 9.45 4.44 Despegar.com DESP ... dd 6.51 –0.15 ... 30.22 22.94 EnerpacTool EPAC .1 34 28.12 +2.22 .04 47.22 14.84 FootLocker FL 7.4 14 21.66 +0.80 .40
5.57 0.75 Curo CURO ... dd .76 –0.18 ... 76.07 37.37 Cloudflare NET ... dd 59.38 –1.78 ... 13.57 8.57 DeutscheBank DB ... 4 10.11 –0.31 ... 19.23 12.84 Enerplus ERF 1.1 5 17.67 +0.26.0607 15.42 10.90 FordMotor F 5.2 11 11.64 –0.17 .15
42.21 22.60 CVR Energy CVI 6.1 6 32.65 +1.271.00 4.10 1.25 CN Finance CNF ... 9 3.04 –0.89 ... 78.82 42.59 DevonEnergy DVN 7.1 7 48.32 –0.07 .29 113.34 58.48 EnerSys ENS 1.0 17 89.06 –4.09.225 10.67 9.85 ForestRoadII A FRXB ... 32 10.37 ... ...
130.02 72.21 CVR Partners UAN 33.2 4 80.87 –2.004.14 64.99 51.55 Coca-Cola KO 3.4 23 54.57 +1.68 .46 191.93 146.60 Diageo DEO 2.6 19 151.97 +1.972.5088 13.54 7.75 Eneti NETI .4 dd 9.81 –0.25 .01 31.43 10.28 Forestar FOR ... 8 23.19 –1.97 ...
104.83 64.62 CVS Health CVS 3.5 30 69.05 –2.49.605 91.23 59.68 Coca-Cola Femsa KOF 4.1 14 69.61 –3.941.6528 17.32 8.40 DiamondOffshore DO ... 7 13.11 –0.98 ... 14.61 7.37 Enfusion ENFN ... cc 8.76 +0.05 ... 3.08 1.10 ForgeGlobal FRGE ... dd 2.33 –0.21 ...
878.15 580.00 CableOne CABO 1.9 36 617.16 –32.742.95 4.55 2.02 CoeurMining CDE ... dd 2.61 +0.11 ... 10.02 7.14 Diamondrock DRH 1.5 19 7.79 –0.14 .03 21.84 15.01 EngageSmart ESMT ... cc 20.20 –0.49 ... 46.28 36.30 Fortis FTS 4.5 18 39.05 –0.80.4399
83.74 63.73 Cabot CBT 2.4 13 68.04 –0.63 .40 78.87 51.55 Cohen&Steers CNS 4.4 20 51.92 –4.11 .57 4.85 3.30 DianaShipping DSX 18.7 4 3.35 –0.04 .15 16.64 7.62 Enhabit EHAB ... dd 8.01 +0.23 ... 79.90 59.30 Fortive FTV .4 31 70.24 –3.88 .07
58.30 31.37 Cactus WHD 1.0 25 50.35 –0.20 .12 60.46 26.29 Coherent COHR ... dd 31.01 –1.71 ... 152.61 98.01 Dick's DKS 3.7 10 109.31 +1.991.00 23.48 18.94 Ennis EBF 4.7 12 21.11 –0.31 .25 4.20 2.57 FortunaSilver FSM ... dd 3.04 +0.10 ...
29.41 16.95 CadenceBank CADE 4.7 9 19.90 –0.66.235 82.09 67.62 ColgatePalm CL 2.6 41 73.27 +2.32 .48 25.38 16.50 DieboldNixdorf DBD ... dd 17.63 –1.16 ... 58.64 29.83 EnovaIntl ENVA ... 7 46.19 –3.51 ... 77.14 49.51 FortuneBrands FBIN 1.6 15 57.44 –1.70 .23
31.50 16.58 Cadre CDRE 1.1 36 28.10 +0.44 .08 77.34 28.40 Comerica CMA 7.5 4 37.95 –2.83 .71 133.39 86.33 DigitalRealty DLR 4.2 90 115.81 –6.79 1.22 66.71 43.32 Enovis ENOV ... dd 44.47 –3.32 ... 33.84 20.30 ForumEnergyTech FET ... dd 23.02 –0.58 ...
25.04 16.98 CAE CAE ... 31 20.89 –1.52 ... 192.33 104.15 ComfortSystems FIX .6 23 153.56 –5.28.225 18.43 9.99 DigitalBridge DBRG .3 dd 15.59 –1.09 .01 10.85 9.79 EnphysAcqnA NFYS ... 31 10.56 +0.04 ... 29.30 20.97 FourCornersProp FCPT 6.5 19 21.00 –0.55 .34
29.98 16.85 Caleres CAL 1.0 6 26.73 –0.25 .07 58.09 40.16 CommercialMetals CMC 1.6 6 40.34 –2.82 .16 51.69 21.42 DigitalOcean DOCN ... dd 21.52 –1.42 ... 144.86 91.74 EnPro NPO 1.0 14 116.55 –6.06 .29 11.82 5.70 FourSeasonsEduc FEDU ... dd 8.31 +0.06 ...
58.44 34.02 CaliforniaRscs CRC 2.1 4 54.26 –0.37.2825 65.93 39.87 CommBkSys CBU 4.5 14 39.94 –1.11 .45 417.86 272.58 Dillard's DDS .3 7 313.95 +10.78 .25 120.78 87.10 Entergy ETR 4.6 14 93.08 –0.47 1.07 161.25 116.50 Franco-Nevada FNV 1.0 40 138.93 +0.03 .34
66.12 45.44 CalWtrSvc CWT 2.2 41 47.10 –0.85 .26 8.01 1.88 CommunityHlthSys CYH ... 1 2.52 –0.10 ... 82.43 45.37 DineBrands DIN 4.0 10 51.00 +4.65 .51 27.95 23.14 EnterpriseProd EPD 7.3 11 27.49 –0.14 .50 14.92 11.08 FrankBSPRealty FBRT11.4 21 12.41 –0.19.355
77.44 39.61 Calix CALX ... 68 43.26 –0.08 ... 43.88 27.92 CommunityHlthcr CHCT 6.3 90 28.43 ....4525 6.90 1.60 Dingdong DDL ... dd 1.82 –0.10 ... 7.33 3.42 Entravision EVC 5.4 42 3.67 –0.08 .05 54.70 34.36 FranklinCovey FC ... 34 38.63 –1.42 ...
50.19 28.91 CallonPetrol CPE ... 3 39.23 +0.84 ... 12.70 8.45 SABESP SBS 1.9 13 12.02 –0.01.2527 11.50 10.15 DirectSellingA DSAQ ... dd 10.88 +0.01 ... 69.22 38.35 Envestnet ENV ... dd 40.00 –1.83 ... 34.37 21.58 FranklinRscs BEN 5.3 14 22.56 –0.09 .30
127.60 91.82 CamdenProperty CPT 4.3 49 92.85 –3.621.00 4.40 2.80 EngGr-Cmg C CIG.C 5.9 7 3.28 –0.31.0387 122.50 82.07 DiscoverFinSvcs DFS 3.4 6 82.19 –7.21 .70 10.01 4.43 Enviri NVRI ... dd 6.40 –0.41 ... 46.73 28.79 FreeportMcM FCX 1.8 23 33.88 –1.57.075
42.17 21.22 Cameco CCJ .2 cc 38.19 +1.78.0941 2.70 1.82 EngGr-Cmg CIG 8.4 5 2.29 –0.05.0329 118.18 78.73 Disney DIS ... 67 82.65 –1.70 ... 43.29 23.94 Envista NVST ... 20 24.79 +0.53 ... 27.72 13.07 FreseniusMed FMS 2.4 17 17.65 +0.52.6181
57.78 37.94 CampbellSoup CPB 3.7 14 39.72 +0.01 .37 9.30 6.01 COPEL ELP 6.3 22 8.14 –0.01.1588 91.02 64.62 DolbyLab DLB 1.4 35 79.88 –0.56 .27 61.99 3.82 Enviva EVA .0 dd 3.84 –1.29.905 32.49 24.80 FreshDelMonte FDP 2.8 9 25.42 +0.07 .20
32.88 16.89 CampingWorld CWH 2.9 19 17.21 +0.07 .125 3.70 2.11 CiaSiderurgica SID 24.6 dd 2.12 –0.14.0998 14.01 7.50 Dole DOLE 3.0 8 10.61 –0.13 .08 2.74 1.00 EnzoBiochem ENZ ... dd 1.40 –0.03 ... 21.44 10.55 Frontline FRO 16.3 7 21.07 +0.46 .80
24.73 11.48 CanadaGoose GOOS ... 34 12.16 –0.76 ... 17.74 10.18 CerveceriasUnid CCU 2.5 15 11.05 –0.48.0302 261.59 101.09 DollarGeneral DG 2.0 12 115.22 +4.06 .59 240.35 145.98 Equifax EFX .9 42 176.37 –2.05 .39 3.95 0.96 fuboTV FUBO ... dd 2.35 +0.01 ...
48.85 35.45 CIBC CM 7.1 10 35.48 –1.88.6612 22.91 16.32 CompassDiversif CODI 5.6 dd 17.91 –0.36 .25 23.60 3.86 Doma DOMA ... dd 4.51 +0.23 ... 38.83 25.23 Equinor EQNR 2.6 4 34.00 –0.44 .90 10.18 4.58 FullTruck YMM ... 32 6.83 +0.05 ...
129.89 104.62 CanNtlRlwy CNI 2.3 18 106.45 –1.29.5835 5.16 1.84 Compass COMP ... dd 2.06 –0.13 ... 70.80 39.24 DominionEner D 6.7 15 40.02 –1.86.6675 33.24 21.89 Equitable EQH 3.3 27 26.96 –0.54 .22 81.41 62.57 FullerHB FUL 1.2 25 66.98 –3.39.205
67.70 48.81 CanadianNatRscs CNQ 4.1 13 65.44 –1.32.6776 47.68 25.85 CompassMinerals CMP 2.2 cc 26.78 –0.49 .15 409.95 285.84 Domino's DPZ 1.4 24 347.69 +0.88 1.21 10.48 4.60 EquitransMdstm ETRN 6.8 dd 8.87 –0.64 .15 10.31 6.35 FutureFuel FF 3.7 7 6.57 –0.24 .06
85.40 68.51 CdnPacKC CP .8 21 71.17 –0.72.1417 21.17 9.07 ComstockRscs CRK 4.1 4 12.29 –0.37 .125 66.96 51.47 Donaldson DCI 1.7 20 58.58 –1.95 .25 38.04 20.50 EquityBcshs EQBK 1.9 8 23.53 –0.32 .12
2.69 1.01 Cango CANG .0 dd 1.16 +0.01 .98 G
41.30 25.16 ConagraBrands CAG 5.2 12 26.99 –0.58 .35 57.08 33.17 DonnelleyFin DFIN ... 19 52.42 –1.91 ... 27.39 18.10 EquityCommnwlth EQC .0 32 18.31 –0.234.25
25.74 17.35 Cannae CNNE ... dd 17.50 –0.74 ... 10.90 9.75 ConcordAcqnIIA CNDA ... 38 10.33 +0.01 ... 32.09 15.60 DorianLPG LPG .0 6 30.05 –0.441.00 74.40 56.91 EquityLife ELS 2.8 41 64.83 +0.25.4475
4.56 0.15 CanoHealth CANO ... dd .15 –0.03 ... 133.01 89.50 GATX GATX 2.1 18 106.34 –1.91 .55
10.80 10.03 ConcordAcqnIII A CNDB ... 44 10.65 +0.03 ... 42.51 20.38 DoubleVerify DV ... 90 28.01 +0.86 ... 69.45 54.60 EquityResdntl EQR 4.6 26 57.48 –2.41.6625 12.44 6.94 GEO Group GEO ... 9 8.48 ... ...
123.09 83.93 CapitalOne COF 2.7 7 90.23 –4.97 .60 1.99 0.97 ConcordMed CCM ... dd 1.11 –0.17 ... 41.40 25.49 DouglasDynamics PLOW 4.0 19 29.43 –0.84.295 1.95 1.32 EquusTotReturn EQS ... 7 1.47 –0.01 ...
69.25 34.17 Capri CPRI ... 15 51.06 –0.54 ... 39.06 24.82 GFLEnvironmental GFL .2 dd 30.05 –0.28 .013
138.47 71.09 Conmed CNMD .9 33 92.47 –0.91 .20 5.02 1.95 DouglasElliman DOUG .0 dd 1.97 –0.12.0476 16.36 9.79 ErmenegildoZegna ZGN .9 34 12.09 –0.16 .109 76.14 41.61 GMS GMS ... 7 57.52 –1.15 ...
95.45 68.53 CardinalHealth CAH 2.1 93 92.38 –0.84.5006 138.49 91.53 ConocoPhillips COP 1.6 12 124.06 –0.80 .60 18.24 10.09 DouglasEmmett DEI 6.7 35 11.39 –0.48 .19 24.38 9.56 EroCopper ERO ... 16 13.80 –0.80 ...
22.13 16.95 CareTrustREIT CTRE 5.2 64 21.63 +0.09 .28 5.59 2.00 GOL Linhas GOL ... dd 2.65 –0.10 ...
100.92 80.46 ConEd ED 3.7 13 87.06 –0.96 .81 160.66 119.25 Dover DOV 1.5 19 134.69 –3.43 .51 53.66 35.35 EssentGroup ESNT 2.1 8 46.93 –0.93 .25 39.74 31.10 GSK GSK 3.8 4 35.58 –1.10.3613
289.12 203.66 Carlisle CSL 1.4 18 246.18 –10.04 .85 11.29 9.96 ConstellationI A CSTA ... 70 10.90 –0.07 ... 60.88 44.95 Dow DOW 5.7 20 48.99 –0.74 .70 26.43 18.91 EssentialProp EPRT 5.4 18 20.84 –0.46 .28
87.50 52.10 CarMax KMX ... 22 62.84 –5.39 ... 67.57 32.90 GXO Logistics GXO ... 31 52.29 –1.01 ...
273.65 208.12 ConstBrands A STZ 1.5 28 230.39 –1.30 .89 40.12 19.71 Doximity DOCS ... 40 22.09 +0.49 ... 49.89 32.07 EssentialUtil WTRG 3.7 19 32.92 –0.56.3071 237.95 169.01 Gallagher AJG 1.0 44 227.57 –6.31 .55
19.55 7.53 Carnival CCL ... dd 11.03 –1.23 ... 19.46 10.09 Constellium CSTM ... 11 15.93 –0.71 ... 73.17 51.11 DrReddy'sLab RDY .6 19 66.22 –0.21.4877 248.80 195.03 EssexProp ESS 4.4 26 211.67 –7.79 2.31
17.67 6.74 Carnival CUK ... dd 9.96 –1.05 ... 34.99 12.90 GameStop GME ... dd 13.44 –1.48 ...
5.80 1.85 ContainerStore TCS ... dd 2.20 +0.17 ... 31.60 8.17 DreamFinders DFH ... 8 18.59 –2.33 ... 283.62 136.30 EsteeLauder EL 1.9 49 137.30 –0.38 .66 3.60 1.25 Gannett GCI ... dd 2.47 +0.01 ...
72.66 34.10 CarpenterTech CRS 1.3 54 61.01 –3.19 .20 15.05 5.84 Volaris VLRS ... cc 5.91 –0.78 ... 35.95 21.31 Dril-Quip DRQ ... 42 25.69 –0.28 ... 36.20 21.94 EthanAllen ETD 5.0 7 28.65 –0.38 .50
35.99 22.68 CarriageSvcs CSV 2.0 11 22.80 –1.57.1125 5.49 0.64 GaotuTechedu GOTU ... 26 2.44 –0.10 ...
14.50 11.00 Cool CLCO12.5 ... 13.08 –0.24 .41 17.92 9.32 DuckhornPtf NAPA ... 17 10.41 +0.50 ... 21.00 12.94 Euronav EURN18.0 6 17.80 –0.03 .80 15.49 7.22 Gap GPS 5.1 41 11.84 +0.45 .15
60.04 33.96 CarrierGlobal CARR 1.5 19 48.28 –4.28 .185 22.74 5.92 Cooper-Standard CPS ... dd 11.75 –1.21 ... 58.28 40.24 Ducommun DCO ... 24 46.09 –0.17 ... 11.75 5.10 EveHolding EVEX ... dd 7.85 –0.14 ...
22.84 11.81 Cars.com CARS ... 10 16.05 –0.10 ... 109.62 80.04 Garmin GRMN 2.8 20 103.28 –3.71 .73
121.20 72.23 Copa CPA 4.1 ... 80.93 –3.35 .82 106.43 83.06 DukeEnergy DUK 4.7 48 87.03 –1.651.025 11.91 5.30 Eventbrite EB ... dd 8.62 +0.22 ... 377.88 277.08 Gartner IT ... 30 348.76 –9.46 ...
86.76 60.66 Carter's CRI 4.5 12 67.06 +1.38 .75 33.32 18.75 Core&Main CNM ... 14 29.95 –1.51 ... 15.45 9.45 Dun&Bradstreet DNB 2.1 dd 9.65 +0.14 .05 146.99 90.63 EvercoreA EVR 2.3 15 129.67 –1.53 .76
57.19 3.55 Carvana CVNA ... dd 31.07 –2.80 ... 14.93 10.30 GatesIndustrial GTES ... 14 11.11 –0.01 ...
27.95 17.77 CoreLabs CLB .2 28 23.16 –0.79 .01 78.74 53.62 DuPont DD 2.0 8 73.01 –2.38 .36 11.91 10.08 EverestConsolA MNTN ... dd 10.85 +0.01 ... 7.49 2.99 GatosSilver GATO ... dd 5.07 +0.06 ...
74.49 31.45 Catalent CTLT ... dd 42.16 –4.24 ... 23.50 14.01 CorebridgeFin CRBG 4.5 6 20.65 +0.03 .23 41.44 22.67 DutchBros BROS ... cc 25.33 +0.48 ... 410.74 270.34 Everest EG 1.8 13 396.02 –2.36 1.75
293.88 179.21 Caterpillar CAT 2.1 16 249.20 –18.74 1.30 19.84 12.39 GencoShipping GNK 4.2 7 14.20 –0.22 .15
35.48 18.71 CoreCard CCRD ... 31 19.88 –0.15 ... 122.13 77.33 DycomInds DY ... 13 84.65 +1.23 ... 19.85 11.06 Everi EVRI ... 9 11.10 –0.61 ... 156.95 86.29 Generac GNRC ... 37 88.38 –13.25 ...
12.11 7.00 Cato CATO 9.4 dd 7.25 ... .17 13.50 7.84 CoreCivic CXW ... 11 11.41 +0.39 ... 3.30 2.08 DynagasLNG DLNG ... 2 2.50 –0.09 ... 87.71 53.10 EversourceEner ES 5.0 16 53.50 –1.53.675
9.57 0.33 Cazoo CZOO ... dd .43 –0.12 ... 256.86 202.35 GeneralDynamics GD 2.2 19 234.94 –8.10 1.32
3.48 0.58 CorEnergyInfr CORR27.8 dd .72 –0.03 .05 55.87 31.54 Dynatrace DT ... 95 46.32 –0.77 ... 42.03 30.17 Evertec EVTC .6 10 35.09 –1.43 .05 117.96 54.43 GeneralElec GE .3 13 106.08 –3.30 .08
47.95 34.35 CedarFairRec FUN 3.4 8 35.08 +0.25 .30 37.10 27.16 Corning GLW 4.1 37 27.17 –0.76 .28 15.00 10.39 DynexCapital DX 14.6 dd 10.67 –0.82 .13 36.70 21.83 EvolentHealth EVH ... dd 26.87 –1.13 ...
131.05 90.07 Celanese CE 2.4 10 115.22 –4.23 .70 90.89 60.33 GeneralMills GIS 3.7 15 63.24 +0.20 .59
38.70 28.96 Vesta VTMX 1.0 8 30.00 –1.36.1703 31.13 14.88 ExcelerateEner EE .6 14 15.41 +0.20.025 43.63 29.06 GeneralMotors GM 1.2 4 29.66 ... .09
27.58 9.07 Celestica CLS ... 19 25.81 –0.10 ... E
14.89 7.60 CorpAmAirports CAAP ... 8 11.11 –0.99 ... 42.80 7.36 Express EXPR ... 0 9.16 +0.76 ... 11.20 9.91 GenAsia I A GAQ ... 31 10.77 –0.09 ...
6.14 4.90 CementosPacasm CPAC 9.9 10 4.99 +0.02.5276 68.43 48.59 Corteva CTVA 1.3 39 50.26 +0.71 .16 25.04 14.61 Expro XPRO ... dd 20.39 –1.16 ...
8.46 3.34 Cemex CX ... 15 6.00 –0.16 ... 12.11 9.80 EG Acqn A EGGF ... dd 10.66 +0.01 ... 53.25 17.31 Genesco GCO ... 60 28.71 +1.47 ...
17.51 10.13 Cosan CSAN ... dd 12.33 –0.39 ... 139.85 40.07 elfBeauty ELF ... 58 101.88 +0.49 ... 180.76 109.16 ExtraSpaceSt EXR 2.2 18 109.59 –8.48 .61 12.15 8.05 GenesisEnergy GEL 5.3 cc 11.30 +0.66 .15
194.79 142.47 Cencora COR 1.0 23 188.75 –0.23.485 11.85 7.71 Costamare CMRE 5.1 2 9.09 –0.52 .115 120.70 98.02 ExxonMobil XOM 3.3 9 111.08 +1.21 .91
22.18 14.97 CenovusEnergy CVE 1.6 14 20.66 –0.43.1053 227.50 123.79 EMCOR EME .4 19 192.53 –9.49 .18 20.40 8.16 GenieEnergy GNE 1.6 8 18.84 –0.07.075
31.76 22.25 CoterraEnergy CTRA 2.8 7 28.93 –0.16 .20 33.05 23.34 ENI E 4.1 6 32.50 –0.08.3107 8.45 3.12 GeniusSports GENI ... dd 5.00 –0.03 ...
87.84 60.83 Centene CNC ... 15 71.89 +0.82 ... F
13.46 6.19 Coty COTY ... 17 9.49 –0.18 ... 150.88 98.52 EOG Rscs EOG 2.5 9 133.23 –0.61.825 48.85 35.05 Genpact G 1.6 16 35.27 –0.58.1375
31.52 25.42 CenterPointEner CNP 2.9 24 27.14 –0.43 .20 20.37 12.67 Coupang CPNG ... 74 17.65 +0.11 ...
7.71 4.25 CenterraGold CGAU 4.2 dd 4.99 +0.15.0519 385.96 197.99 EPAM Systems EPAM ... 25 223.33 –15.26 ... 35.00 9.03 F&GAnnuities FG 2.7 13 29.48 +0.71 .20 187.73 128.39 GenuineParts GPC 3.0 15 128.63 –18.41 .95
19.56 9.91 Coursera COUR ... dd 17.84 –0.35 ... 47.71 33.92 EPR Prop EPR 8.0 22 41.02 –1.50.275 44.11 24.34 FB Financial FBK 2.0 11 29.33 +1.65 .15 6.40 4.38 GenworthFin GNW ... 6 5.79 –0.22 ...
71.97 51.26 Centerspace CSR 5.5 32 53.09 –3.38 .73 28.66 18.06 CousinsProperties CUZ 7.0 19 18.37 –0.59 .32
10.39 5.67 CentraisElBras EBR .7 46 6.76 –0.23.0443 44.98 28.11 EQT EQT 1.5 5 42.35 –1.02.1575 10.20 5.31 Figs FIGS ... 83 6.28 +0.04 ... 16.38 8.83 GeoPark GPRK 4.9 3 10.72 –0.02 .132
95.21 67.28 Crane CR .9 ... 84.11 –2.59 .18 74.15 34.68 ESAB ESAB .4 19 65.08 –4.92 .06 134.38 61.50 FMC FMC 3.5 14 66.95 +4.54 .58 6.34 4.20 Gerdau GGB .6 4 4.26 –0.15.0878
24.55 13.22 CentralPacFin CPF 6.6 6 15.69 –0.40 .26
63.36 33.04 CraneNXT CXT 1.1 15 50.77 –1.91 .14 109.57 75.81 ESCO Tech ESE .3 28 98.53 –3.66 .08 14.71 10.09 FNB FNB 4.5 7 10.69 –0.07 .12 10.17 0.23 Getaround GETR ... ... .26 –0.02 ...
7.63 4.07 CentralPuerto CEPU 1.9 15 6.68 +0.42.1649
11.19 5.13 CrawfordA CRD.A 3.2 dd 8.86 –0.19 .07 4.38 0.75 ESSTech GWH ... dd 1.48 –0.42 ... 15.80 3.45 FreyrBattery FREY ... dd 3.52 –0.39 ... 8.22 3.42 GettyImages GETY ... dd 4.52 –0.93 ...
82.70 40.27 CenturyComm CCS 1.6 6 58.67 –3.04 .23
10.10 5.05 Crawford B CRD.B 3.5 dd 8.05 –0.12 .07 7.21 2.15 E2open ETWO ... dd 3.06 +0.61 ... 20.80 17.06 FS KKR Cap FSK 14.8 19 18.98 –0.46 .05 36.49 26.23 GettyRealty GTY 6.5 19 26.56 –0.48 .43
79.66 52.92 CeridianHCM CDAY ... dd 69.73 –2.91 ...
160.15 120.80 Credicorp BAP ... 7 123.89 –0.78 ... 67.09 39.15 EagleBulkShip EGLE 5.5 6 42.19 –0.57 .58 205.63 140.09 FTI Consulting FCN ... 28 186.20 –3.46 ... 34.33 26.30 Gildan GIL 2.6 11 29.04 –0.22 .186
14.62 2.94 ChargePoint CHPT ... dd 2.97 –0.47 ...
15.14 9.17 CrescentEnergy CRGY 4.8 3 12.15 +0.13 .12 195.96 111.09 EagleMaterials EXP .6 12 155.03 –9.50 .25 183.74 90.19 Fabrinet FN ... 24 160.73 –12.45 ... 3.01 1.12 GinkgoBioworks DNA ... dd 1.57 –0.09 ...
262.00 181.22 CharlesRiverLabs CRL ... 20 185.41 –5.61 ...
8.62 5.59 CrescentPoint CPG 3.6 15 8.29 +0.22.0758 22.45 11.32 EarthstoneEner ESTE ... 5 21.83 +0.31 ... 474.13 377.89 FactSet FDS .9 36 430.12 –16.51 .98 59.70 26.77 GlacierBancorp GBCI 4.4 13 29.74 ... .33
242.59 101.44 ChartIndustries GTLS ... dd 150.31 –7.08 ...
31.46 22.11 CrestwoodEquity CEQP 9.2 30 28.44 –0.76.003 17.43 10.57 EasterlyGovtProp DEA 10.0 38 10.58 –0.50.265 931.99 400.51 FairIsaac FICO ... 55 912.00 +16.66 ... 4.87 1.57 Glatfelter GLT ... dd 1.57 –0.19 ...
14.38 8.96 ChathamLodging CLDT 3.0 73 9.46 –0.23 .07
30.40 13.51 CrossTimbers CRT 11.5 8 18.25 –0.74.0907 188.85 138.89 EastGroup EGP 3.2 42 156.82 –8.60 1.27 10.88 1.54 Farfetch FTCH ... dd 1.58 –0.05 ... 80.28 40.45 Glaukos GKOS ... dd 67.79 +2.20 ...
3.58 1.41 CheetahMobile CMCM ... dd 1.67 –0.04 ...
153.98 85.00 CrownCastle CCI 7.3 24 86.14 –8.401.565 92.21 71.25 EastmanChem EMN 4.4 12 71.29 –1.36 .79 14.37 9.44 FarmlandPtrs FPI 2.3 44 10.32 –0.20 .06 7.60 3.49 GlobalBlue GB ... dd 5.10 –0.42 ...
30.05 8.08 Chegg CHGG ... 5 8.39 +0.13 ...
96.35 66.00 CrownHoldings CCK 1.2 20 78.32 –1.04 .24 6.34 2.78 EastmanKodak KODK ... 6 3.93 +0.02 ... 24.31 7.15 Fastly FSLY ... dd 14.66 –0.04 ... 8.05 4.26 GlblBusTravel GBTG ... dd 5.39 +0.05 ...
574.66 438.44 Chemed CHE .3 34 512.11 +9.40 .40
10.67 9.87 CrownPropA CPTK ... 27 10.54 ... ... 240.44 134.81 Eaton ETN 1.8 29 193.99 –14.61 .86 57.20 3.29 FathomDigital FATH ... dd 3.30 –0.49 ... 37.00 20.70 GlobalIndemnity GBLI 2.9 13 35.00 –1.00 .25
39.05 24.93 Chemours CC 4.0 dd 24.98 –0.69 .25
48.93 35.38 CubeSmart CUBE 5.5 21 35.53 –2.27 .49 191.41 131.04 Ecolab ECL 1.3 39 159.93 –4.70 .53 148.81 91.49 FedAgriMtg A AGM.A 3.8 8 116.19 –4.70 1.10 34.72 20.52 GlobalIndl GIC 2.5 18 32.57 –1.06 .20
7.24 2.98 CherryHillMtg CHMI19.9 dd 3.01 –0.27 .15
160.60 86.08 Cullen/Frost CFR 4.3 8 86.10 –4.35 .92 13.08 8.59 Ecopetrol EC 17.7 4 12.25 +0.04.1479 180.16 104.97 FedAgriMtg C AGM 3.1 10 141.85 –4.09 1.10 11.79 7.60 GlobalMedREIT GMRE 9.7 27 8.68 –0.26 .21
132.91 89.00 ChesapeakeUtil CPK 2.6 18 90.43 –1.37 .59
5.99 3.95 Culp CULP ... dd 5.50 –0.05 ... 12.35 8.20 Ecovyst ECVT ... 17 9.27 –0.07 ... 115.08 85.27 FederalRealty FRT 5.0 19 87.29 –1.07 1.09 15.28 7.98 GlobalNetLease GNL 17.7 dd 7.99 –0.11.354
189.68 149.74 Chevron CVX 3.6 11 166.83 +2.77 1.51
265.28 203.18 Cummins CMI 3.1 12 219.19 –8.53 1.68 46.13 33.71 EdgewellPersonal EPC 1.7 16 35.01 +0.26 .15 65.33 43.44 FederalSignal FSS .7 27 58.08 –2.12 .10 39.24 27.07 GlobalPtrs GLP 9.2 5 29.22 –1.56.675
52.88 16.53 Chewy CHWY ... cc 16.80 –0.20 ...
210.21 156.76 Curtiss-Wright CW .4 24 201.50 –4.12 .20 74.92 54.73 EdisonIntl EIX 4.7 25 62.71 –2.98.7375 45.55 30.89 FederatedHermes FHI 3.6 11 31.53 –1.52 .28 129.70 92.27 GlobalPayments GPN .9 37 111.13 –1.91 .25
7.53 4.33 Chico'sFas CHS ... 7 7.49 +0.02 ...
15.63 6.64 Cushman&Wkfd CWK ... dd 6.76 –0.59 ... 94.87 67.13 EdwardsLife EW ... 31 69.48 –1.30 ... 270.95 149.64 FedEx FDX 2.1 16 240.62 –2.22 1.26 21.83 15.82 GlobalShipLease GSL 8.5 2 17.62 –0.51 .375
7.81 4.48 ChimeraInvt CIM 15.2 dd 4.75 –0.46 .18
7.64 5.53 CustomTruck CTOS ... 27 5.84 –0.05 ... 14.69 7.88 ElancoAnimal ELAN ... dd 9.16 –0.10 ... 171.06 99.16 Ferguson FERG 2.0 17 153.40 –14.34 .75 210.00 135.41 Globant GLOB ... 52 180.42 –10.01 ...
6.20 1.61 ChinaGreenAg CGA ... dd 2.09 +0.08 ...
45.00 6.87 CustomersBancorp CUBI ... 6 32.11 +0.25 ... 84.04 46.18 Elastic ESTC ... dd 79.62 +0.65 ... 329.88 184.15 Ferrari RACE .7 49 301.70 –10.321.9963 123.85 102.23 GlobeLife GL .8 13 110.25 –3.07.225
12.50 6.73 ChinaYuchai CYD 3.4 8 8.12 –0.83 .28
2175.01 1344.05 Chipotle CMG ... 46 1831.25 +49.77 ... D 12.11 5.28 EldoradoGold EGO ... dd 10.21 +0.41 ... 15.30 12.60 FidelisInsurance FIHL ... ... 13.95 –0.20 ... 80.04 48.78 GlobusMedical GMED ... 26 51.31 –1.81 ...
136.02 109.49 ChoiceHotels CHH 1.0 20 113.04 –9.72.2875 11.85 1.22 ElectriqPower ELIQ ... cc 1.30 –0.10 ... 45.51 31.84 FidNatlFinl FNF 4.8 20 37.80 –1.58 .45 85.32 64.65 GoDaddy GDDY ... 36 74.49 –0.06 ...
231.37 183.40 Chubb CB 1.7 15 207.99 –2.95 .86 6.56 2.63 DHI Group DHX ... dd 2.66 –0.15 ... 21.90 16.36 ElementSolns ESI 1.7 33 18.37 –0.63 .08 85.18 48.57 FidNatlInfo FIS 4.1 dd 50.40 –1.42 .52 17.78 7.28 GoldFields GFI 3.3 19 14.03 +0.02.2425
41.58 32.90 ChunghwaTel CHT 3.2 23 35.71 –0.181.4779 12.13 7.30 DHT DHT 9.5 10 10.48 –0.22 .35 549.52 412.00 ElevanceHealth ELV 1.3 18 453.78 –0.33 1.48 2.25 1.00 FinanceofAm FOA ... dd 1.02 –0.04 ... 16.52 12.75 GoldmanSachsBDC GSBD13.1 17 13.73 –0.27 .45
100.52 70.30 Church&Dwight CHD 1.2 50 90.12 +2.42.2725 13.85 4.92 DRDGOLD DRD 5.5 11 9.35 +0.16.3463 14.62 10.82 EllingtonFin EFC 14.7 28 12.23 –0.34 .15 6.05 3.55 FinVolution FINV 4.2 4 4.66 –0.39 .215 389.58 298.10 GoldmanSachs GS 3.7 15 300.05 –9.252.75
11.15 9.90 ChurchillVI A CCVI ... 46 10.45 –0.01 ... 122.41 90.14 DTE Energy DTE 3.9 15 96.65 –1.22.9525 8.15 5.36 EllingtonResiMtg EARN17.9 56 5.37 –0.50 .08 64.66 43.54 FirstAmerFin FAF 4.2 22 50.53 –2.15 .53 33.74 22.92 Gorman-Rupp GRC 2.3 37 30.88 –0.59 .175
10.80 9.90 ChurchillVII A CVII ... 41 10.47 ... ... 61.12 45.11 DT Midstream DTM 5.0 14 55.08 –0.24 .69 20.24 13.19 ElmeComms ELME 5.2 dd 13.82 –0.13 .18 16.01 10.18 FirstBanCorp FBP 4.3 8 13.09 –0.48 .14 87.94 61.01 Graco GGG 1.3 24 70.13 –3.45.235
54.25 40.10 Ciena CIEN ... 28 41.64 –0.36 ... 6.25 0.40 D-WaveQuantum QBTS ... dd .79 –0.17 ... 13.50 8.49 EmbotellAndinaA AKO.A 7.8 11 10.30 –0.86.1442 16.53 11.33 FirstCmwlthFin FCF 4.1 8 12.15 –0.03 .125 6.74 3.32 GrafTechIntl EAF 1.2 7 3.40 –0.02 .01
340.11 240.50 Cigna CI 1.6 14 306.78 +1.69 1.23 30.27 18.61 DXC Tech DXC ... dd 20.33 –1.35 ... 17.66 9.69 EmbotellAndinaB AKO.B 7.4 12 11.95 –0.49.1586 18.29 3.69 FirstFoundation FFWM 1.7 dd 4.78 –0.93 .02 17.95 7.70 Graham GHM ... 78 16.90 +0.65 ...
19.85 8.28 Cinemark CNK ... dd 15.75 –1.25 ... 19.75 12.45 Dana DAN 3.2 dd 12.66 –0.47 .10 17.14 9.26 Embraer ERJ ... dd 14.04 +0.63 ... 24.92 8.99 FirstHorizon FHN 5.7 6 10.57 +0.20 .15 681.70 545.00 GrahamHoldings GHC 1.1 13 579.79 –8.29 1.65
53.23 39.14 Citigroup C 5.3 6 39.68 –1.75 .53 249.55 196.08 Danaher DHR .5 24 205.83 –3.60 .27 5.94 3.09 EmeraldHldg EEX ... 38 5.14 –0.61 ... 55.51 42.06 FirstIndRlty FR 3.0 21 42.36 –2.84 .32 811.60 508.21 Grainger GWW 1.1 20 691.49 –39.97 1.86
44.82 23.37 CitizensFin CFG 7.1 6 23.76 –1.95 .42 71.65 51.10 Danaos DAC 4.6 3 65.75 –0.46 .75 5.60 2.63 Emeren SOL ... 4 2.72 –0.17 ... 9.81 4.81 FirstMajestic AG .4 dd 5.57 +0.18.0051 44.15 26.70 GraniteConstr GVA 1.5 38 35.30 –1.12 .13
4.00 1.64 Citizens CIA ... 16 3.00 +0.02 ... 4.59 1.57 DanimerScientific DNMR ... dd 1.65 –0.01 ... 21.88 2.16 EmergentBiosol EBS ... dd 2.21 –0.31 ... 43.31 32.18 FirstEnergy FE 4.6 44 35.28 –0.32 .41 7.99 3.97 GranitePointMtg GPMT19.4 dd 4.13 –0.28 .20
10.80 3.61 CityOfficeREIT CIO 10.4 dd 3.83 +0.07 .10 58.44 24.57 DaqoNewEnergy DQ ... 2 24.86 –2.03 ... 100.62 76.94 EmersonElec EMR 2.3 5 91.47 –3.29 .52 6.87 1.31 FiscalNote NOTE ... dd 1.59 –0.26 ... 14.00 4.82 GraniteRidge GRNT 6.6 4 6.25 –0.01 .11
36.88 17.87 Civeo CVEO 5.1 dd 19.70 –0.01 .25 173.06 131.33 Darden DRI 3.6 18 140.67 +6.67 1.31 9.08 5.39 EmpireStateRealty ESRT 1.8 27 7.68 –0.16.035 130.74 92.84 Fiserv FI ... 28 110.50 –1.98 ... 27.56 20.35 GraphicPkg GPK 2.0 9 20.43 –0.50 .10

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
NYSE Cumulative Daily Breadth vs DJIA

25.65 11.34 GravitasEduc GEHI ... ... 19.84 +0.94 ... 38.55 23.80 Leggett&Platt LEG 7.7 14 23.97 –1.02 .46 94.39 59.13 McCormick MKC 2.6 25 59.76 –1.23 .39
15.78 5.98 GrayTelevision GTN 5.0 3 6.41 +0.33 .08 110.91 76.58 Leidos LDOS 1.6 18 92.71 –2.18 .36 299.35 245.73 McDonald's MCD 2.6 24 258.11 +9.80 1.67
14.05 6.79 GrayTelevision A GTN.A 3.9 4 8.22 +0.86 .08 9.84 1.03 Leju LEJU ... dd 1.11 –0.20 ... 10.00 3.23 McEwenMining MUX ... dd 7.74 –0.07 ...
9.24 5.15 GreatAjax AJX 12.6 dd 6.37 –0.15 .20 25.11 10.29 Lemonade LMND ... dd 11.72 –0.80 ... 465.90 331.75 McKesson MCK .5 17 452.81 –9.75 .62
59.30 19.52 GreenBrickPtrs GRBK ... 7 38.19 –2.03 ... Everything Counts: NYSE Composite breadth fell for the fourth time 12.23 5.19 LendingClub LC ... 6 5.31 –0.09 ... 17.01 5.08 MediaAlpha MAX ... dd 9.72 +0.29 ...
21.37 11.79 GreenDot GDOT ... 13 11.99 +0.18 ... 133.24 69.90 Lennar A LEN 1.4 8 103.79 –5.51 .375 14.00 4.57 MedicalProp MPW12.8 40 4.70 –0.26 .15
48.21 24.96 Greenbrier GBX 2.9 24 40.97 +0.58 .30 in five weeks amid concerns about the impact of rising bond yields. 121.08 57.13 Lennar B LEN.B 1.6 7 96.04 –5.69 .375 131.42 69.58 Medifast MED 8.9 6 73.75 +1.17 1.65
12.49 4.75 GreenfireResources GFR ... 57 6.06 +0.40 ... 393.02 215.10 LennoxIntl LII 1.3 22 348.50 –21.24 1.10 92.02 70.95 Medtronic MDT 3.8 27 72.70 +0.74 .69
14.97 6.14 Greenhill GHL 2.7 27 14.80 ... .10
Losing NYSE stocks beat winners by 3-to-1. 11.16 9.98 LeoHldgsII A LHC ... 86 11.10 +0.10 ... 119.65 92.64 Merck MRK 2.8 85 102.67 –1.34 .73
6.78 2.32 GreenTree GHG ... dd 4.39 –0.03 ... Breadth DJIA 19.36 12.42 LeviStrauss LEVI 3.4 20 13.95 +0.09 .12 39.47 26.15 MercuryGeneral MCY 4.2 dd 30.29 +0.56.3175
84.87 63.30 Greif B GEF.B 4.9 7 63.37 –0.94 .78 6.58 2.24 Li-Cycle LICY ... dd 2.27 –0.52 ... 22.69 12.49 MeridianLink MLNK ... dd 16.72 –0.10 ...
76.00 57.38 Greif A GEF 3.3 9 63.26 –1.06 .52 598,000 35,700 21.25 11.18 LibertyEnergy LBRT 1.4 6 20.73 +1.85 .07 152.55 65.41 MeritageHomes MTH 1.0 5 110.86 –2.19 .27
19.11 14.56 GreystoneHousing GHI 9.3 7 15.86 +0.96 .37 22.41 8.75 LifeTime LTH ... 35 14.45 –0.05 ... 29.50 12.80 MesaRoyalty MTR 14.6 6 13.30 –1.41.0171
Breadth 581,461
43.90 25.97 Griffon GFF 1.3 dd 38.65 –1.00 .125 593,000 34,900 19.92 8.32 LifezoneMetals LZM ... cc 9.98 –0.12 ... 29.00 17.13 MesabiTrust MSB 3.4 40 20.82 –0.57 .35
71.51 4.49 Grindr GRND ... dd 5.85 –0.03 ... 1.88 0.73 LightInTheBox LITB ... dd 1.29 +0.05 ... 1.70 0.80 MetaData AIU ... ... .99 +0.04 ...
277.47 148.18 Group1Auto GPI .7 5 243.55 –1.13 .45 20.12 12.45 Lightspeed LSPD ... dd 13.46 –0.23 ... 13.10 8.49 MetalsAcqn MTAL ... dd 11.90 +0.44 ...
7.90 0.91 GroveCollab GROV ... dd 1.74 +0.12 ...
588,000 34,100 629.97 309.20 EliLilly LLY .8 82 584.64 –24.56 1.13 51.38 21.38 MethodeElec MEI 2.4 15 23.56 –1.31 .14
200.85 108.15 GpoAeroportuar PAC 7.1 13 126.22 –8.092.1322 54.59 18.50 LincolnNational LNC 8.2 dd 21.99 –1.11 .45 77.36 48.95 MetLife MET 3.5 23 60.12 –1.94 .52
314.48 165.00 GpoAeroportSur ASR 2.4 12 209.46 –5.505.6528 583,000 33,300 393.67 276.64 Linde LIN 1.4 32 366.36 –11.531.275 71.99 13.98 MetropolitanBk MCB ... 7 33.10 +2.84 ...
2.68 1.96 GpoAvalAcc AVAL 7.0 19 2.39 +0.02.0184 183.08 106.46 Lindsay LNN 1.2 18 115.61 +4.58 .35 1615.97 1008.78 Mettler-Toledo MTD ... 26 1020.23 –13.41 ...
3.57 1.54 GpoSupervielle SUPV ... 9 1.98 –0.01 ... 578,000 32,500 3.73 1.68 LionElectric LEV ... dd 1.79 –0.03 ... 176.36 125.59 MidAmApt MAA 4.4 25 128.63 –2.791.40
6.57 2.37 GrupoTelevisa TV 3.3 dd 2.40 –0.36.0985 12.09 5.46 LionsGate A LGF.A ... dd 7.82 –0.05 ... 41.50 22.69 MillerIndustries MLR 2.0 11 36.76 –0.96 .18
37.54 22.12 GuarantyBcshrs GNTY 3.3 10 27.50 –0.89 .23 11.33 5.19 LionsGate B LGF.B ... dd 7.35 +0.10 ... 73.57 48.61 MineralsTechs MTX .8 18 52.61 +3.90 .10
24.84 15.55 Guess GES 5.5 10 21.93 +0.74 .30 573,000 31,700 329.00 180.00 LithiaMotors LAD .8 6 258.74 –7.27 .50 9.53 5.59 MirionTech MIR ... dd 7.01 –0.10 ...
95.88 52.08 Guidewire GWRE ... dd 87.51 –1.77 ... N D J F M A M J J A S O 10.72 5.07 LithiumAmArg LAAC ... dd 6.17 –0.83 ... 11.14 5.14 MisterCarWash MCW ... 21 5.73 +0.10 ...
13.41 8.30 GuildHldgs GHLD .0 11 11.21 –0.73 .50 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 12.38 6.69 LithiumAmericas LAC ... dd 6.96 –1.72 ... 8.31 3.38 MistrasGroup MG ... 62 5.28 +0.13 ...
129.56 60.15 GulfportEnergy GPOR ... 2 126.02 +3.67 ... added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 101.74 64.25 LiveNationEnt LYV ... 75 79.95 –4.60 ... 9.04 4.56 MitsubishiUFJ MUFG 2.2 9 8.14 –0.06.1105
plot. Dec. 31, 1985 =1000. 38.37 17.31 LiveOakBcshs LOB .4 19 27.05 –1.13 .03 9.17 5.26 MiX Telematics MIXT 3.2 22 5.51 –0.08.0601
H
10.90 9.73 LiveOakCrestA LOCC ... 59 10.35 –0.01 ... 3.70 2.10 MizuhoFin MFG 2.7 9 3.37 ....0541
304.86 178.32 HCA Healthcare HCA 1.0 12 241.13 +3.71 .60 35.81 15.73 Livent LTHM ... 9 15.83 –2.03 ... 33.91 0.85 Moatable MTBL .0 dd .99 +0.0831.5585
70.00 27.65 HCI Group HCI 2.8 dd 57.80 –1.20 .40 –52-Week– Tick Div –52-Week– Tick Div 32.97 15.37 LiveRamp RAMP ... dd 28.20 –0.33 ... 43.18 22.67 ModelN MODN ... dd 23.12 +0.17 ...
71.76 56.91 HDFC Bank HDB 1.0 18 57.27 –0.93.6968 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 12.50 4.20 LiveWire LVWR ... dd 8.33 +0.61 ... 51.76 14.70 ModineMfg MOD ... 12 40.71 –4.14 ...
66.19 37.12 HF Sinclair DINO 3.2 5 56.16 +2.57 .45 181.04 150.11 J&J JNJ 3.1 11 153.00 –3.85 1.19 2.63 1.82 LloydsBanking LYG 6.2 ... 1.98 –0.07.046 19.12 9.61 ModivIndl MDV 7.7 dd 14.95 –0.23.0958
I 3.02 1.35 loanDepot LDI ... dd 1.37 –0.02 ... 52.50 33.87 Moelis MC 5.9 77 40.85 –2.76 .60
11.30 9.96 HH&L Acqn HHLA ... 47 10.59 –0.02 ... 70.43 48.65 JohnsonControls JCI 3.0 16 48.71 –2.93 .37
36.92 24.61 HNI HNI 3.8 21 33.91 –1.58 .32 188.61 123.00 JonesLang JLL ... 20 126.50 –4.40 ... 42.64 1.25 LocalBounti LOCL ... dd 1.25 –0.31 ... 130.63 78.34 MohawkInds MHK ... dd 79.71 –1.46 ...
24.80 19.34 ICICI Bank IBN .5 17 22.26 –0.48.1736
33.90 25.22 HP HPQ 4.0 12 26.01 –0.49.2625 5.62 2.23 JumiaTech JMIA ... dd 2.32 –0.18 ... 508.10 393.77 LockheedMartin LMT 2.8 16 444.17 +3.11 3.15 374.00 256.19 MolinaHealthcare MOH ... 22 348.89 –0.02 ...
9.20 4.96 ICL Group ICL 3.1 5 5.00 –0.21.1132
42.47 25.49 HSBC HSBC 6.8 6 37.69 –2.06 .50 34.53 25.03 JuniperNetworks JNPR 3.5 20 25.32 –0.34 .22 65.76 52.85 Loews L .4 12 62.95 –0.86.0625 97.70 55.16 MolsonCoorsA TAP.A 2.6 cc 64.18 +0.63 .41
112.96 88.10 IDACORP IDA 3.3 18 94.99 –1.86 .79
6.50 1.64 HUYA HUYA ... dd 2.96 –0.13 ... 7.95 5.78 LomaNegra LOMA19.1 dd 6.42 –0.13.4648 70.90 46.90 MolsonCoorsB TAP 2.8 cc 58.67 +0.02 .41
35.18 21.64 IDT IDT ... 18 28.90 +0.30 ... K
95.26 72.26 Haemonetics HAE ... 33 89.05 –0.31 ... 79.56 50.54 LouisianaPacific LPX 1.8 39 53.45 +1.03 .24 37.50 7.50 MoneyLion ML ... dd 20.15 +0.08 ...
10.13 4.51 IHS Holding IHS ... dd 4.95 –0.07 ...
10.42 7.72 Hagerty HGTY ... dd 8.03 +0.14 ... 237.21 176.50 Lowe's LOW 2.3 19 190.50 –5.25 1.10 55.00 24.35 MontroseEnvl MEG ... dd 26.18 +1.21 ...
15.00 9.26 ING Groep ING 6.0 ... 12.75 –0.32.3809 48.28 31.49 KB Financial KB 4.3 5 41.61 +0.10.354
9.05 6.00 Haleon HLN 1.3 29 8.22 +0.11.046 3.32 0.87 LufaxHolding LU 8.1 7 .95 –0.11.039 363.19 233.22 Moody's MCO 1.0 40 309.60 –7.80 .77
3.53 0.71 INNOVATE VATE ... dd 1.36 –0.08 ... 55.37 25.95 KB Home KBH 1.9 6 42.31 –1.55 .20
7.60 1.27 LumenTech LUMN ... dd 1.39 +0.07 ... 119.67 78.22 Moog A MOG.A 1.0 22 112.81 –2.13 .27
43.85 27.84 Halliburton HAL 1.5 16 42.11 –0.32 .16 20.56 12.65 Invesco IVZ 6.3 9 12.70 –0.47 .20 65.87 45.35 KBR KBR .9 dd 59.00 –1.81 .135
14.93 9.21 HamiltonBeach HBB 3.5 21 12.57 +0.81 .11 2.42 1.53 LumentFinance LFT 13.9 15 2.02 –0.03 .07 100.99 72.35 MorganStanley MS 4.6 13 73.13 –4.66 .85
241.86 171.24 IQVIA IQV ... 32 184.36 –15.00 ... 21.08 9.09 KE Holdings BEKE .0 24 14.89 –0.98 .171
8.80 3.54 Hanesbrands HBI .0 dd 4.39 +0.43 .15 17.83 8.57 Luxfer LXFR 6.0 15 8.61 –0.92 .13 57.46 31.44 Mosaic MOS 2.3 6 35.41 –0.95 .20
9.44 4.17 IRSA IRS ... dd 7.15 +0.73 ... 64.77 44.32 KKR KKR 1.2 42 54.91 –5.34 .165
39.67 13.22 HannonArmstrong HASI 9.1 32 17.39 +1.02.395 102.05 75.70 LyondellBasell LYB 5.4 14 92.05 –0.63 1.25 299.43 219.43 MotorolaSol MSI 1.3 32 281.25 –6.90 .88
17.80 9.94 KKR RealEstFin KREF16.4 dd 10.46 –0.78 .43
103.96 68.00 ITT ITT 1.2 19 95.07 –3.41 .29 37.28 23.94 Movado MOV 5.0 9 28.26 +0.50 .35
148.78 103.83 HanoverIns THG 2.8 dd 115.21 +0.48 .81 3.34 1.25 IamGold IAG ... dd 2.41 +0.10 ... 3.25 0.12 KoreGroup KORE ... dd .56 –0.02 ... M
51.77 29.46 HarleyDavidson HOG 2.2 6 30.10 +0.28 .165 14.93 11.04 KT KT 5.1 7 12.10 +0.10.7482 91.93 58.16 MuellerIndustries MLI 1.7 6 70.45 –2.12 .15
246.23 192.67 IDEX IEX 1.3 25 192.73 –7.91 .64 16.62 10.55 MuellerWater MWA 2.0 26 12.25 –0.49 .061
5.43 2.62 HarmonyGold HMY ... 11 4.92 +0.06 ... 4.26 1.34 iHuman IH ... 6 2.60 –0.06 ... 236.54 160.54 Kadant KAI .5 23 222.97 –3.90 .29 172.59 109.36 M&T Bank MTB 4.6 7 113.77 –6.42 1.30
79.44 64.25 HartfordFinl HIG 2.4 11 70.39 –0.57.425 34.80 18.88 Kaman KAMN 4.2 dd 18.96 –0.35 .20 14.00 6.07 MBIA MBI ... dd 6.13 –0.07 ... 2.90 0.61 MultiPlan MPLN ... dd 1.53 –0.17 ...
264.19 188.86 IllinoisToolWks ITW 2.5 22 223.56 –7.941.40 51.29 32.80 MurphyOil MUR 2.3 7 47.14 +0.69.275
38.85 25.05 HavertyFurn HVT 4.2 7 28.45 +0.93 .30 21.82 12.13 Imax IMAX ... cc 18.00 +0.26 ... 72.41 47.63 Kellanova K 4.8 20 50.12 +0.26 .60 51.94 28.08 MDC Holdings MDC 5.9 7 37.11 –1.47 .55
37.62 25.70 HavertyFurn A HVT.A 4.0 7 28.13 –0.87 .28 68.15 38.32 Kemper KMPR 2.9 dd 42.64 –1.04 .31 22.55 18.45 MDU Rscs MDU 2.7 9 18.80 –0.23.2225 372.63 231.65 MurphyUSA MUSA .4 14 361.30 +1.42 .39
5.25 2.49 IndependenceContr ICD ... dd 2.96 +0.03 ... 26.49 16.83 MyersIndustries MYE 3.2 12 16.90 –0.24 .135
43.71 9.06 HawaiianElec HE 11.7 6 12.35 +0.05 .36 19.68 13.18 IndepRealty IRT 4.9 43 13.18 –0.60 .16 30.60 22.24 Kennametal KMT 3.5 16 23.17 –0.93 .20 12.38 8.44 MFA Financial MFA 16.3 dd 8.61 –0.56 .35
10.35 10.16 HaymakerAcqnCorp.4 HYAC ... ... 10.34 +0.14 ... 10.85 10.05 InfiniteAcqnA NFNT ... 43 10.84 +0.03 ... 18.90 13.11 Kennedy-Wilson KW 7.3 49 13.11 –0.52 .24 18.25 12.16 MGIC Investment MTG 2.8 6 16.69 –0.48 .115 N
15.22 7.97 Hayward HAYW ... 37 12.59 –0.17 ... 11.15 10.12 InFinTAcqnA IFIN ... cc 11.13 +0.01 ... 41.06 20.25 KenonHoldings KEN 13.6 dd 20.45 –0.642.79 51.35 31.40 MGM Resorts MGM .0 34 35.25 –1.19.0025
22.36 14.15 HealthcareRealty HR 8.5 dd 14.53 –0.32 .31 22.12 13.29 Informatica INFA ... dd 20.42 –0.36 ... 10.75 10.02 KensingtonCapV A KCGI ... 34 10.60 ... ... 101.62 37.60 M/I Homes MHO ... 4 75.02 –5.15 ... 58.10 29.37 NACCO Inds NC 2.5 8 34.67 –1.36.2175
28.43 16.62 HealthpeakProp PEAK 7.2 17 16.62 –0.77 .30 20.57 14.71 Infosys INFY 1.4 23 16.97 +0.07.2133 27.80 19.01 Kenvue KVUE ... 22 19.74 +0.37 ... 29.92 4.45 MinisoGroup MNSO 1.6 31 25.07 –0.73 .412 15.44 9.26 N-able NABL ... cc 12.61 –0.15 ...
7.00 3.55 HeclaMining HL .4 dd 4.26 +0.12.0025 70.65 45.14 IngersollRand IR .1 35 60.42 –3.80 .02 20.30 8.54 KeyCorp KEY 8.3 8 9.89 –0.57.205 3.44 1.41 MOGU MOGU ... dd 2.08 –0.31 ... 26.00 18.00 NCR Atleos NATL ... ... 22.70 +1.90 ...
182.18 147.59 Heico HEI .1 55 158.24 –6.74 .10 90.81 39.93 Ingevity NGVT ... 9 40.57 +0.18 ... 189.45 122.49 KeysightTech KEYS ... 20 122.82 –6.11 ... 36.80 31.34 MPLX MPLX 8.6 9 36.21 +0.09 .775 19.01 11.45 NCR Voyix VYX ... 34 15.56 –0.53 ...
144.25 114.81 Heico A HEI.A .2 44 126.28 –5.35 .10 113.46 82.47 Ingredion INGR 3.4 11 90.45 –1.20 .78 45.03 25.99 KilroyRealty KRC 7.5 14 28.99 –0.91 .54 36.67 16.18 MP Materials MP ... 19 17.23 +0.30 ... 17.62 9.35 NetPower NPWR ... dd 14.11 +0.45 ...
73.15 2.10 Heliogen HLGN ... dd 2.18 –0.39 ... 125.38 63.36 InnovativeIndProp IIPR 9.8 13 73.80 –1.681.80 147.87 111.85 KimberlyClark KMB 3.8 25 123.09 +2.68 1.18 13.90 8.15 MRC Global MRC ... 11 10.25 +0.23 ... 4.62 1.00 NGL Energy NGL ... dd 4.18 +0.05 ...
72.61 48.03 HeliosTech HLIO .7 25 51.62 –1.84 .09 3.74 0.75 Innovid CTV ... dd 1.08 +0.08 ... 23.27 16.36 KimcoRealty KIM 5.5 28 16.70 –0.39 .23 185.57 113.56 MSA Safety MSA 1.3 cc 149.51 –3.52 .47 16.18 7.00 NIO NIO ... dd 7.58 –0.89 ...
11.88 4.61 HelixEnergy HLX ... dd 10.38 –0.36 ... 131.09 93.56 Insperity NSP 2.3 21 98.29 –0.57 .57 19.36 15.89 KinderMorgan KMI 6.7 16 16.99 –0.12.2825 572.50 388.12 MSCI MSCI 1.1 43 489.74 –20.82 1.38 8.95 4.51 NL Industries NL 5.9 dd 4.75 +0.15 .07
54.45 30.41 Helm&Payne HP 2.4 11 42.17 –1.07.235 330.00 144.13 InspireMedical INSP ... dd 156.15 +5.68 ...
37.87 26.32 Kinetik KNTK 8.3 24 36.20 +0.36 .75 105.77 76.75 MSC Industrial MSM 3.4 15 97.82 –6.22 .83 48.21 34.38 NNN REIT NNN 6.4 17 35.28 –0.34.565
22.73 11.14 Herbalife HLF ... 6 14.20 +0.53 ... 10.60 6.01 KingswayFin KFS ... 2 6.46 –0.43 ... 10.56 9.44 M3-Brigade II A MBAC ... 50 10.45 +0.02 ... 24.83 14.05 NOV NOV 1.0 19 20.09 –0.40 .05
158.18 74.69 InstalledBldg IBP 1.2 13 110.82 –6.70 .33
162.47 93.97 HercHoldings HRI 2.4 9 107.45 –0.32.6325 5.57 3.37 KinrossGold KGC 2.2 34 5.34 +0.22 .03 16.41 8.38 MV Oil MVO 12.2 6 11.98 –0.42 .38 14.86 8.83 NOW DNOW ... 9 11.39 –0.41 ...
35.80 24.00 InsteelInds IIIN .4 18 29.44 –2.79 .03
18.05 10.94 HerculesCapital HTGC10.2 7 15.66 –0.49 .08 457.73 250.90 KinsaleCapital KNSL .1 43 424.78 –14.33 .14 12.54 2.75 Mytheresa MYTE ... dd 2.88 –0.09 ... 45.80 30.25 NRG Energy NRG 3.7 dd 40.53 –0.48.3775
31.47 21.24 Instructure INST ... dd 25.55 –0.32 ...
6.70 1.12 HeritageInsurance HRTG ... dd 5.46 +0.01 ... 87.52 60.14 Kirby KEX ... 28 81.57 –0.18 ... 14.51 8.77 Macerich MAC 6.4 dd 10.56 –0.30 .17 6525.00 3965.00 NVR NVR ... 12 5488.10 –444.00 ...
96.17 55.22 IntegerHoldings ITGR ... 34 72.00 –3.26 ...
10.31 5.64 HershaHospitality HT 2.0 3 9.88 ... .05 24.26 17.50 KiteRealty KRG 4.7 cc 20.43 +0.11 .24 25.12 10.54 Macy's M 5.8 4 11.47 +0.90.1654 11.59 10.10 NaborsEnerA NETC ... cc 10.99 +0.07 ...
11.87 10.10 IntegratedRailA IRRX ... dd 10.95 ... ...
276.88 186.63 Hershey HSY 2.5 22 190.94 +0.081.192 39.47 27.40 Klaviyo KVYO ... ... 29.01 –2.52 ... 40.81 28.09 MSG Ent MSGE ... ... 29.88 –2.08 ... 190.90 83.05 NaborsIndustries NBR ... dd 118.84 +0.49 ...
11.68 10.15 IntegratedWellA WEL ... 94 10.97 ... ...
167.75 113.82 Hess HES 1.1 31 163.02 +2.04.4375 54.60 33.67 KnifeRiver KNF ... ... 49.86 –2.60 ... 215.79 145.54 MSG Sports MSGS ... 91 172.71 –4.16 ... 50.00 26.48 NatlBankHoldings NBHC 3.6 10 29.17 –0.67 .26
118.79 89.49 ICE ICE 1.6 36 108.02 –2.41 .42
32.43 25.63 HessMidstream HESM 7.9 15 30.53 +0.23.6011 64.35 45.65 Knight-Swift KNX 1.1 22 51.27 +3.42 .14 68.92 48.18 MagnaIntl MGA 3.6 16 50.92 –1.29 .46 68.22 48.89 NationalFuelGas NFG 3.7 9 53.29 –0.62.495
79.41 49.73 InterContinentl IHG 2.0 20 71.78 –1.13.483
18.14 12.81 HewlettPackard HPE 3.2 19 15.23 –1.25 .12 11.52 10.04 KnightSwanA KNSW ... 80 10.54 +0.01 ... 11.68 7.48 Magnachip MX ... dd 7.83 +0.31 ... 74.48 49.76 NationalGrid NGG 5.7 5 58.90 –1.412.3458
29.50 19.61 IntercorpFinSvcs IFS 6.0 5 19.67 –0.82 1.18
79.08 52.56 Hexcel HXL .8 37 64.84 –1.36 .125 15.78 4.28 KnotOffshore KNOP 1.7 dd 6.07 +0.02.026 27.57 18.72 MagnoliaOil MGY 1.9 7 23.14 –0.37 .115 60.17 47.54 NatlHealthInv NHI 7.3 19 49.06 –0.62 .90
153.21 120.55 IBM IBM 4.8 64 137.16 –1.30 1.66
31.88 18.44 HighwoodsProp HIW 10.8 13 18.44 –0.81 .50 20.25 12.21 Knowles KN ... dd 13.39 –0.38 ... 10.82 9.95 MagnumOpusA OPA ... 17 10.63 ... ... 82.59 66.18 NatlPrestoInds NPK 1.4 20 73.09 –0.953.00
118.34 62.11 IntlFlavors IFF 4.9 dd 65.64 +0.84 .81 19.79 15.05 KodiakGasSvcs KGS ... ... 17.21 –0.66 ...
53.76 38.10 Hillenbrand HI 2.3 16 38.17 –1.60 .22 43.15 34.17 MainStreetCap MAIN 7.2 9 39.03 –0.66.235 44.79 29.87 NatlStorage NSA 7.5 29 30.04 –0.84 .56
33.99 18.02 IntlGameTech IGT 2.7 23 29.71 –0.87 .20 35.77 17.68 Kohl's KSS 9.4 dd 21.29 +3.49 .50
34.87 26.27 Hilltop HTH 2.4 17 27.18 –0.57 .16 27.34 12.16 ManchesterUnited MANU ... dd 18.09 –1.89 ... 7.68 3.61 Natura&Co NTCO ... dd 5.08 –0.36 ...
41.89 29.01 IntlPaper IP 5.6 8 33.33 –1.82.4625 23.30 11.25 Philips PHG .0 dd 18.25 –0.57.9387
51.81 35.86 HiltonGrandVac HGV ... 11 36.84 –0.06 ... 20.20 8.11 Manitowoc MTW ... dd 13.12 –0.80 ... 15.39 9.41 NaturalGasSvcs NGS ... cc 14.61 –0.12 ...
53.25 33.04 IntlSeaways INSW 1.1 3 45.10 –0.79 1.30 53.83 33.84 KontoorBrands KTB 4.1 13 47.10 +4.06 .48
157.14 123.74 Hilton HLT .4 31 147.57 –2.41 .15 92.43 67.35 Manpower MAN 4.2 16 70.04 –1.48 1.47 13.80 8.00 NaturalGrocers NGVC 3.1 15 12.96 +0.01 .10
40.95 26.75 Interpublic IPG 4.5 12 27.69 –1.18 .31 41.91 22.70 Koppers KOP .7 9 36.19 –1.30 .06
6.61 4.65 HimalayaShipping HSHP ... ... 5.00 +0.07 ... 20.40 15.67 ManulifeFinl MFC 5.1 8 17.42 –0.92.2694 81.48 40.64 NaturalResPtrs NRP 4.1 6 72.29 –2.51 .75
46.88 17.23 IntrepidPotash IPI ... 11 20.95 –1.03 ... 8.85 5.76 KoreaElecPwr KEP ... dd 6.10 –0.29 ...
12.34 4.06 Hims&HersHealth HIMS ... dd 6.00 –0.25 ... 33.42 20.57 MarathonOil MRO 1.4 9 28.49 +0.42 .10 8.71 4.40 Natuzzi NTZ ... dd 6.55 –0.30 ...
26.45 20.76 InvenTrust IVT 3.5 cc 24.58 –0.86.2155 59.91 44.69 KornFerry KFY 1.5 14 46.78 –2.08 .18
20.39 6.65 Hippo HIPO ... dd 7.55 –0.43 ... 159.50 104.32 MarathonPetrol MPC 2.0 5 150.86 +2.66 .75 7.80 5.16 NatWest NWG ... 6 5.38 –0.18 ...
15.56 7.38 InvescoMtg IVR 21.7 dd 7.38 –0.91 .40 8.55 5.28 KosmosEnergy KOS ... 17 7.26 –0.45 ...
16.89 6.88 HireRight HRT ... 7 9.56 –0.55 ... 39.45 27.37 Marcus&Millichap MMI 1.8 78 27.55 –1.42 .25 2.17 0.65 Nautilus NLS ... dd .65 –0.09 ...
3.78 0.55 Invitae NVTA ... dd .56 –0.06 ... 50.41 42.15 Kroger KR 2.6 20 44.13 –0.03 .29
8.06 1.88 Holley HLLY ... 15 4.34 –0.19 ... 18.05 13.62 Marcus MCS 1.8 dd 15.45 –0.11 .07 15.21 11.09 Navigator NVGS 1.4 19 14.21 –0.02 .05
36.53 28.52 InvitatHomes INVH 3.3 61 31.19 –1.35 .26 12.01 6.16 KronosWorldwide KRO 10.7 dd 7.09 +0.08 .19
23.62 15.51 HollyEnergy HEP 6.5 13 21.66 +0.78 .35 14.45 0.41 MariaDB MRDB ... dd .60 –0.11 ... 2.97 1.47 NaviosMaritime NM ... dd 1.89 +0.02 ...
21.60 3.04 IonQ IONQ ... dd 12.59 –1.70 ... 1.40 0.33 KukeMusic KUKE ... ... 1.00 –0.03 ...
26.20 19.77 HomeBancShares HOMB 3.5 10 20.58 –0.39 .18 17.81 8.39 MarineProducts MPX 4.2 9 13.38 –0.72 .14 101.60 82.76 Nelnet NNI 1.2 17 85.21 –2.67 .26
64.48 45.72 IronMountain IRM 4.4 46 59.22 –1.08 .65 17.32 8.02 Kyndryl KD ... dd 14.64 –0.10 ...
347.25 268.00 HomeDepot HD 2.9 18 286.41 –5.512.09 42.88 25.60 MarineMax HZO ... 5 29.85 +0.40 ... 5.37 1.80 NerdyA NRDY ... dd 3.30 –0.07 ...
6.15 4.21 ItauUnibanco ITUB ... 9 5.34 –0.07 ...
36.82 21.44 HondaMotor HMC 2.1 9 32.43 –0.91.4421 L 1560.00 1109.00 Markel MKL ... 10 1451.23 –44.64 ... 20.64 13.81 Netstreit NTST 5.9 cc 13.86 –1.06.205
40.13 27.81 HoraceMann HMN 4.2 dd 31.23 +0.40 .33 J 2.30 0.71 Markforged MKFG ... dd 1.06 –0.17 ... 48.10 15.91 Nevro NVRO ... dd 16.17 –0.74 ...
49.73 30.70 HormelFoods HRL 3.5 20 31.42 –0.60.275 137.07 89.28 LCI Inds LCII 3.8 33 110.56 –1.64 1.05 165.85 90.41 MarriottVacations VAC 3.1 10 91.83 –1.35 .72 55.84 38.92 NewJerseyRscs NJR 4.0 15 42.18 +0.13 .39
132.30 66.33 DR Horton DHI 1.0 7 100.66 –3.00 .25 21.10 13.30 JBG SMITH Prop JBGS 6.6 dd 13.64 –0.42.225 6.69 4.25 LG Display LPL .0 dd 4.37 –0.17 .231 199.20 150.78 Marsh&McLen MMC 1.5 27 187.67 –3.27 .71 65.92 17.01 NewOrientalEduc EDU ... 57 60.28 –2.09 ...
110.94 79.00 HoulihanLokey HLI 2.2 27 101.21 –6.30 .55 18.52 8.38 JELD-WEN JELD ... 18 11.61 –0.65 ... 8.77 2.60 LL Flooring LL ... dd 3.36 –0.57 ... 463.41 303.40 MartinMarietta MLM .7 27 409.75 –16.44 .74 86.05 50.30 NewRelic NEWR ... dd 85.70 –0.02 ...
127.99 33.28 Hovnanian HOV ... 3 69.24 –10.64 ... 30.36 18.10 J.Jill JILL ... 14 28.78 +0.80 ... 18.47 8.15 LSB Inds LXU ... 7 9.23 –0.41 ... 63.86 42.33 Masco MAS 2.3 14 49.88 –1.24.285 14.22 5.81 NY CmntyBcp NYCB 6.7 3 10.10 –0.40 .17
89.58 57.10 HowardHughes HHH ... 28 66.79 –1.06 ... 159.38 116.33 JPMorganChase JPM 2.9 9 142.95 –5.05 1.05 40.52 30.73 LTC Properties LTC 7.2 18 31.48 –0.84 .19 109.58 66.21 MasoniteIntl DOOR ... 10 80.51 –3.43 ... 45.30 28.16 NYTimes A NYT 1.1 39 41.79 –0.85 .11
51.34 33.99 HowmetAerospace HWM .5 34 43.44 –0.93 .05 141.38 59.64 Jabil JBL .3 21 125.02 –10.96 .08 255.10 160.25 L3HarrisTech LHX 2.6 42 176.10 –1.14 1.14 123.33 60.85 MasTec MTZ ... dd 61.16 –2.63 ... 475.94 288.06 NewMarket NEU 2.0 12 447.11 –4.932.25
340.06 209.97 Hubbell HUBB 1.6 24 279.87 –14.92 1.12 49.60 26.70 JacksonFinl JXN 6.3 9 39.46 +0.25 .62 11.92 8.14 LXP Industrial LXP 6.1 39 8.19 –0.21 .125 15.00 7.08 MasterBrand MBC ... 10 10.70 –0.56 ... 55.41 34.81 Newmont NEM 4.1 dd 38.80 –0.63 .40
581.40 249.99 HubSpot HUBS ... dd 429.07 –27.20 ... 141.16 109.00 JacobsSolns J .8 23 132.51 –5.92 .26 33.92 22.43 La-Z-Boy LZB 2.5 9 29.23 –0.26.1815 418.60 293.50 Mastercard MA .6 36 384.41 –13.62 .57 7.33 3.13 NewparkResources NR ... dd 6.76 –0.26 ...
6.34 3.62 HudbayMinerals HBM ... dd 4.36 –0.22 ... 31.93 17.25 JamesHardie JHX ... 22 24.59 –1.55 ... 222.41 177.53 LabCorp.ofAmerica LH 1.4 22 199.86 –1.70 .72 73.78 42.04 MatadorRscs MTDR .9 8 65.00 +1.49 .15 7.70 4.14 NexaResources NEXA .0 dd 5.39 –0.05.1888
12.23 4.05 HudsonPacProp HPP .0 dd 5.04 –0.66 .125 31.30 20.59 JanusHenderson JHG 6.8 11 23.09 –0.44 .39 11.77 8.76 LadderCapital LADR 9.9 8 9.27 –0.61 .23 123.41 64.89 Materion MTRN .6 20 94.53 –2.43 .13 6.45 3.49 NexGenEnergy NXE ... dd 5.61 +0.03 ...
571.30 423.29 Humana HUM .7 19 521.15 +15.18.885 12.45 8.10 JanusIntl JBI ... 11 9.62 –0.72 ... 117.38 79.39 LambWeston LW 1.3 13 87.50 +4.32 .28 28.99 12.89 Mativ MATV 2.9 dd 13.66 +0.38 .10 19.95 12.53 NexPointRealEst NREF13.4 dd 14.94 –0.24 .185
260.02 188.51 HuntingIngalls HII 2.3 17 219.09 –5.74 1.24 40.68 28.34 JefferiesFinl JEF 3.7 23 32.26 –1.00 .30 22.81 3.62 Lanvin LANV ... dd 3.79 –0.02 ... 97.49 56.51 Matson MATX 1.5 7 87.05 –1.44 .32 52.83 29.57 NexPointResidentl NXRT 5.7 dd 29.63 –0.37 .42
33.46 22.72 Huntsman HUN 4.1 24 23.36 +0.54.2375 2.16 0.74 JianpuTech JT ... dd .99 –0.01 ... 65.58 33.38 LasVegasSands LVS 1.8 51 45.32 +0.53 .20 15.95 8.31 MauiLand MLP ... dd 14.68 –0.26 ... 3.42 1.74 Nextdoor KIND ... dd 1.81 –0.01 ...
127.80 84.63 HyattHotels H .6 24 100.43 –4.67 .15 61.27 25.87 JinkoSolar JKS 5.4 4 27.49 –2.96 1.50 43.44 27.71 Lazard LAZ 7.0 dd 28.47 –0.99 .50 89.69 55.30 Maximus MMS 1.6 28 77.41 +0.54 .30 88.61 47.15 NextEraEnergy NEE 3.6 13 51.96 –2.53.4675
3.88 0.52 Hyliion HYLN ... dd .62 –0.11 ... 11.98 3.15 JobyAviation JOBY ... dd 5.75 –0.47 ... 157.91 117.79 Lear LEA 2.3 15 132.59 –2.80 .77 16.66 5.95 MayvilleEngg MEC ... 18 11.65 +0.05 ... 85.20 51.76 NicoletBankshares NIC 1.5 17 68.25 –0.91 .25
59.64 24.57 HysterYaleMatls HY 3.2 20 40.32 –1.18.325 125.88 84.00 JohnBeanTech JBT .4 24 97.13 –3.55 .10 11.54 9.94 LearnCWInvtA LCW ... 40 10.68 ... ... 94.97 59.12 McCormickVtg MKC.V 2.5 26 62.68 +2.68 .39 131.31 86.24 Nike NKE 1.3 32 102.67 +2.76 .34

17.10 2.90 NineEnergy NINE ... 9 3.94 –0.11 ... 19.85 13.40 PanAmerSilver PAAS 2.6 dd 15.32 +0.44 .10 28.26 17.84 RadianGroup RDN 3.6 6 24.95 –1.31.225 74.66 53.25 ServiceIntl SCI 2.2 17 53.94 +0.10 .29 7.38 2.60 SuperiorIndsIntl SUP ... dd 2.77 –0.03 ...
28.95 22.86 NiSource NI 4.0 18 25.22 –0.56 .25 37.50 19.39 ParPacific PARR ... 3 32.55 +0.23 ... 2.52 1.55 Rafael RFL ... dd 1.69 –0.17 ... 614.36 347.29 ServiceNow NOW ... 78 542.51 –7.15 ... 5.00 1.10 SurfAirMobility SRFM ... ... 1.19 –0.14 ...
21.53 10.88 NoahHoldings NOAH 3.3 6 11.07 –0.67 .38 46.63 20.37 ParTechnology PAR ... dd 33.79 –3.55 ... 135.76 88.50 RalphLauren RL 2.6 15 115.79 +6.22 .75 79.39 39.27 ServisFirst SFBS 2.4 11 46.47 –4.82 .28 11.60 7.46 Suzano SUZ ... 3 10.88 –0.57 ...
55.34 32.51 Noble NE 2.5 19 47.54 –1.19 .30 21.49 8.69 Paragon28 FNA ... dd 9.49 +0.31 ... 35.80 22.61 RangeResources RRC .9 5 34.40 –0.59 .08 80.58 40.83 ShakeShack SHAK ... dd 54.91 +1.39 ... 19.53 6.10 Sweetgreen SG ... dd 10.92 –0.01 ...
5.11 3.05 Nokia NOK 2.6 5 3.18 –0.33.0328 6.86 3.90 ParamountGroup PGRE 3.2 dd 4.42 +0.04.035 14.64 9.27 RangerEnergySvcs RNGR 1.4 11 14.05 +0.38 .05 52.90 25.84 SharkNinja SN ... ... 42.75 +1.28 ... 57.38 37.59 Sylvamo SLVM 2.8 6 42.40 –0.81 .30
19.76 12.50 NomadFoods NOMD ... 11 14.12 –0.21 ... 16.92 10.76 ParkAerospace PKE 3.5 28 14.28 –0.46 .125 8.24 2.66 Ranpak PACK ... dd 3.57 –0.86 ... 68.72 51.59 Shell SHEL 3.4 8 67.05 –0.33.662 40.89 26.59 SynchronyFinl SYF 3.5 5 28.37 –0.50 .25
4.47 3.00 Nomura NMR 2.7 15 3.86 –0.10.0862 15.38 10.70 ParkHotels PK 6.0 dd 11.66 –0.12 .15 126.00 82.00 RaymondJames RJF 1.8 12 95.56 –3.43 .42 283.80 199.01 SherwinWilliams SHW 1.0 26 237.70 –9.24.605 44.91 25.19 SynovusFinl SNV 6.0 6 25.49 –1.09 .38
4.65 2.83 NordicAmTankers NAT 11.7 7 4.12 –0.05 .13 428.16 258.89 ParkerHannifin PH 1.6 23 372.92 –20.011.48 9.84 2.75 RayonierAdvMatls RYAM ... 23 2.94 +0.13 ... 76.40 36.33 Shift4Paymts FOUR ... 31 50.61 –0.06 ... 87.41 62.24 Sysco SYY 3.1 19 65.43 +2.17 .50
27.15 13.57 Nordstrom JWN 5.6 78 13.62 –0.44 .19 58.87 40.61 Parsons PSN ... 51 56.95 –0.63 ... 37.79 25.50 Rayonier RYN 4.5 46 25.50 –1.23.285 36.64 24.56 ShinhanFin SHG 5.2 4 26.31 +0.24.2781 6.20 1.04 System1 SST ... dd 1.18 –0.01 ...
261.71 186.82 NorfolkSouthern NSC 2.6 18 201.70 +0.76 1.35 374.04 252.12 PaycomSoftware PAYC .6 48 259.09 –5.88 .375 13.74 9.31 ReadyCapital RC 15.0 4 9.63 –0.50 .36 71.43 27.83 Shopify SHOP ... dd 51.14 –0.41 ...
T
26.30 10.51 NorthAmConstr NOA 1.5 11 20.84 –1.13.0588 17.24 6.75 Paymentus PAY ... cc 14.85 –0.97 ... 68.85 48.42 RealtyIncome O 6.2 37 49.35 –1.24.256 11.09 9.98 ShoulderUpTechA SUAC ... 67 10.57 +0.02 ...
18.49 10.03 NoEuroOil NRT 26.3 4 11.39 –0.02 .21 24.25 9.34 Paysafe PSFE ... dd 10.26 –0.18 ... 4.58 1.67 Redwire RDW ... dd 2.62 –0.04 ... 81.23 34.28 Shutterstock SSTK 3.0 11 35.45 –1.47 .27 10.45 2.81 TAL Education TAL ... dd 9.34 +0.43 ...
43.64 25.56 NorthernOil&Gas NOG 3.8 3 39.53 –1.00 .38 32.89 17.71 PeabodyEnergy BTU 1.2 3 24.99 –0.77.075 8.72 5.47 RedwoodTrust RWT 11.6 dd 6.71 –0.33 .16 12.44 5.16 Sibanye-Stillwater SBSW 5.5 5 5.52 –0.50.1102 49.51 32.52 TC Energy TRP 8.3 47 33.93 –1.13.6846
556.27 414.56 NorthropGrum NOC 1.5 16 485.70 –4.45 1.87 47.00 8.00 PeakstoneRealty PKST 6.5 dd 13.78 –0.95.225 166.00 111.84 RegalRexnord RRX 1.1 33 122.77 –7.14 .35 83.42 54.46 SignetJewelers SIG 1.3 8 71.72 +2.46 .23 15.38 4.75 TDCX TDCX ... 9 5.01 –0.28 ...
52.39 36.57 NorthwestNat NWN 4.9 14 39.40 +0.23.4875 12.03 9.29 Pearson PSO 2.5 22 10.91 –0.06 .09 38.34 24.38 RegionalMgmt RM 4.8 9 25.14 –0.28 .30 55.41 40.04 SilganHoldings SLGN 1.8 14 40.87 +0.58 .18 111.57 84.49 TD Synnex SNX 1.5 13 91.25 –3.54 .35
22.75 11.76 NorwegCruise NCLH ... dd 13.58 –1.28 ... 17.38 12.37 PebblebrookHotel PEB .3 dd 12.91 –0.18 .01 24.33 13.82 RegionsFinl RF 6.6 6 14.44 –1.59 .24 43.95 19.13 SilverBowRscs SBOW ... 2 35.26 +0.66 ... 146.60 110.41 TE Connectivity TEL 2.0 18 117.60 –3.85 .59
5.97 1.85 NouveauMonde NMG ... dd 2.76 +0.69 ... 19.63 11.69 PediatrixMedical MD ... 10 12.62 +0.85 ... 1.85 0.50 Regis RGS ... dd .53 –0.08 ... 10.49 9.95 SilverBoxIIIA SBXC ... ... 10.24 –0.01 ... 22.29 13.66 Tegna TGNA 3.2 5 14.07 –0.01.1138
99.94 71.43 Novartis NVS 2.4 26 94.68 –2.563.4694 11.02 10.10 PegasusDigA PGSS ... 40 11.02 +0.06 ... 156.08 120.99 ReinsGrp RGA 2.3 11 148.20 +1.83 .85 7.95 4.37 Similarweb SMWB ... dd 5.27 –0.01 ... 22.08 15.47 Telus TU 6.8 26 16.12 –0.59.2676
104.00 50.45 NovoNordisk NVO .8 23 96.29 –5.85.8836 36.93 28.15 PembinaPipeline PBA 6.6 8 30.55 +0.07.4967 295.98 179.78 RelianceSteel RS 1.6 10 245.71 –10.191.00 133.08 97.28 SimonProperty SPG 7.2 16 106.15 –0.88 1.90 26.75 6.61 TelusIntl TIXT ... 18 6.73 –0.24 ...
8.29 3.39 NuHoldings NU ... cc 8.17 +0.41 ... 7.07 4.70 PennantPark PNNT 4.5 dd 6.18 –0.24 .07 225.80 138.09 RenaissanceRe RNR .7 27 216.88 +1.92 .38 166.03 76.20 SimpsonMfg SSD .8 17 131.90 –3.20 .27 45.81 26.01 Ternium TX 7.2 4 37.38 +0.211.80
45.55 18.10 NuSkinEnts NUS 8.0 14 19.51 +1.16 .39 82.92 43.78 PennyMacFin PFSI 1.3 13 63.50 –3.12 .20 41.77 23.47 Renasant RNST 3.6 8 24.40 –0.52 .22 11.34 5.15 SiriusPoint SPNT ... 27 10.02 –0.09 ... 138.16 85.86 TFI Intl TFII 1.2 16 118.55 –2.74 .35
182.68 125.28 Nucor NUE 1.4 7 141.36 –5.70 .51 15.78 10.97 PennyMacMtg PMT 14.5 18 11.02 –0.45 .40 41.55 26.84 RentokilInit RTO 1.6 38 27.88 –9.01.1759 176.16 99.43 SiteOneLandscape SITE ... 33 137.27 –14.98 ... 16.01 10.20 TIM TIMB 4.6 19 15.15 +0.15.0745
12.36 3.79 NuScalePower SMR ... dd 3.80 –1.98 ... 180.84 95.68 PenskeAuto PAG 1.9 8 147.36 +0.79 .79 156.65 120.58 RepublicSvcs RSG 1.5 29 145.14 –2.21.535 33.65 19.31 SitioRoyalties STR 6.5 18 24.70 +0.13 .40 93.78 65.27 TJX TJX 1.5 26 89.10 +0.50.3325
18.41 14.30 NuSTAREnergy NS 9.2 22 17.41 –0.08 .40 71.82 38.55 Pentair PNR 1.4 21 62.21 –0.20 .22 23.94 14.48 ResideoTech REZI ... 10 14.62 –0.11 ... 31.29 18.92 SixFlags SIX ... 20 18.94 –1.80 ... 118.04 67.31 TKO TKO .6 38 77.97 +0.343.86
86.32 52.23 Nutrien NTR 3.6 8 59.40 –1.01 .53 348.67 144.76 Penumbra PEN ... cc 205.50 +9.08 ... 243.52 136.02 ResMed RMD 1.3 24 144.20 +3.95 .48 56.53 32.01 SkechersUSA SKX ... 16 48.43 +0.34 ... 9.23 5.14 TPG RE Fin TRTX16.2 dd 5.91 –0.29 .24
2.55 1.12 NuvationBio NUVB ... dd 1.17 ... ... 21.03 2.60 Perfect PERF ... dd 2.80 –0.08 ... 78.30 55.65 RestaurantBrands QSR 3.4 20 65.48 +2.81 .55 7.65 4.18 SkeenaRscs SKE ... dd 4.45 –0.09 ... 25.00 18.71 TXO Partners TXO 9.6 5 19.95 +0.10 .48
58.98 32.01 nVentElectric NVT 1.5 17 47.38 –3.31 .175 64.34 45.22 PerformanceFood PFGC ... 22 55.63 +1.96 ... 32.59 12.25 Revolve RVLV ... 24 13.59 –0.92 ... 43.40 13.85 Skillsoft SKIL ... dd 18.34 +1.20 ... 110.69 59.43 TaiwanSemi TSM 1.6 15 91.31 +0.85.4724
11.25 3.07 PerimeterSolns PRM ... 7 3.16 –0.07 ... 150.17 100.99 Revvity RVTY .3 16 101.67 –4.18 .07 24.80 3.96 Skillz SKLZ ... dd 4.82 +0.62 ... 17.15 12.28 TakedaPharm TAK 3.8 21 14.53 –0.61 .31
O 76.82 44.68 SkylineChamp SKY ... 10 59.60 –1.60 ...
27.77 16.65 PermianBasin PBT 4.0 18 20.55 –0.49.0224 41.63 26.05 RexAmerRscs REX ... 25 37.40 +1.46 ... 22.50 10.69 TalosEnergy TALO ... 4 16.06 +0.28 ...
15.49 8.43 PermianRscs PR 1.3 10 15.05 +0.22 .05 66.71 43.92 RexfordIndlRealty REXR 3.5 42 44.04 –4.84 .38 4.12 2.03 SmartRent SMRT ... dd 2.46 –0.15 ... 25.23 16.35 Tanger SKT 4.5 28 23.27 +0.24 .26
34.30 22.34 OFGBancorp OFG 3.1 8 28.70 –1.50 .22
4.05 2.02 PermianvilleRT PVL 16.6 5 2.25 –0.08.006 11.10 10.14 RigelResourceA RRAC ... 42 10.93 +0.01 ... 52.81 25.09 Smartsheet SMAR ... dd 41.02 –0.77 ... 47.48 27.07 Tapestry TPR 5.0 7 28.12 +0.53 .35
41.00 31.25 OGE Energy OGE 5.0 15 33.52 –0.60.4182
8.00 4.10 PermRock PRT 10.9 7 6.10 +0.16.0406 49.32 25.32 RingCentral RNG ... dd 27.64 –1.20 ... 76.94 48.67 SmithAO AOS 1.9 37 66.66 –3.60 .32 88.78 64.85 TargaResources TRGP 2.3 23 86.69 –0.53 .50
23.57 14.55 O-I Glass OI ... 4 15.19 –0.28 ...
41.44 29.03 Perrigo PRGO 3.7 dd 29.83 +0.46 .273 80.52 52.25 RioTinto RIO 6.6 11 60.56 –1.82 1.77 33.09 22.09 Smith&Nephew SNN 3.3 44 22.42 –0.46.288 181.70 102.93 Target TGT 4.0 15 108.83 –3.15 1.10
89.01 64.48 ONE Gas OGS 3.9 16 65.97 –3.14 .65
16.55 8.88 PetroleoBrasil PBR 21.9 4 16.21 +0.77.1496 6.73 3.48 Riskified RSKD ... dd 3.70 +0.07 ... 163.07 110.49 Smucker SJM 3.8 dd 112.73 –0.58 1.06 42.22 22.89 TaroPharm TARO ... 59 33.46 –1.32 ...
71.57 54.75 ONEOK OKE 5.7 12 67.58 –1.54.955
15.30 7.86 PetroleoBrasilA PBR.A23.6 3 15.03 +0.81.1496 10.45 7.40 RithmCapital RITM 11.1 7 9.01 –0.18 .25 13.89 7.33 Snap SNAP ... dd 9.44 +0.76 ... 52.09 23.51 TaylorMorrison TMHC ... 4 38.48 –2.29 ...
11.20 5.91 ON24 ONTF .0 dd 6.22 +0.03 1.09
54.93 30.48 Pfizer PFE 5.4 8 30.65 –1.46 .41 89.78 64.65 RobertHalf RHI 2.6 15 73.66 –2.04 .48 297.26 201.80 Snap-On SNA 2.6 14 252.90 –0.75 1.62 11.25 3.53 Team TISI ... 0 8.38 +0.14 ...
16.49 12.09 Openlane KAR ... dd 13.75 –0.42 ...
105.62 84.44 PhilipMorris PM 5.6 18 92.56 +0.30 1.30 47.67 24.88 Roblox RBLX ... dd 31.75 +1.24 ... 193.94 119.27 Snowflake SNOW ... dd 147.67 –9.49 ... 21.67 10.06 TechnipFMC FTI 1.0 dd 20.58 +0.06 .05
76.11 55.51 OccidentalPetrol OXY 1.1 11 65.18 +0.81 .18
125.19 89.74 Phillips66 PSX 3.7 5 113.54 +2.94 1.05 11.95 5.97 RocketCos. RKT ... dd 7.31 –0.44 ... 112.35 51.27 SOQUIMICH SQM 9.4 4 51.69 –5.75.5119 49.34 29.75 TeckResourcesB TECK .9 16 39.37 +0.46.094
27.46 9.66 OceaneeringIntl OII ... 39 24.92 –0.14 ...
4.99 1.10 PhoenixNewMedia FENG ... dd 1.27 –0.12 ... 348.52 221.83 Rockwell ROK 1.8 22 266.06 –22.26 1.18 8.11 3.08 SohoHouse SHCO ... dd 7.22 –0.01 ... 54.40 19.90 Tecnoglass TGLS 1.1 8 32.55 –0.20 .09
37.17 21.17 OcwenFinancial OCN ... dd 22.18 –0.96 ...
40.00 14.95 Phreesia PHR ... dd 15.10 –1.42 ... 50.16 36.69 RogersComm B RCI 4.0 17 36.84 –1.80.3795 13.75 7.15 SolarisOilfield SOI 4.3 12 10.13 –0.12 .11 7.26 3.75 Teekay TK ... 4 6.65 +0.10 ...
19.35 5.63 Offerpad OPAD ... dd 8.55 –0.18 ...
16.34 11.25 PhysiciansRealty DOC 8.1 27 11.33 –0.28 .23 240.97 98.45 Rogers ROG ... 24 124.37 +1.31 ... 12.22 7.94 SolarWinds SWI ... dd 9.01 –0.11 ... 48.05 26.40 TeekayTankers TNK 2.3 3 42.72 –0.41 .25
69.09 26.54 Oil-Dri ODC 2.0 13 57.28 +0.51 .29
11.37 5.03 PiedmontOfficeA PDM 9.6 9 5.20 +0.11 .125 45.04 32.19 Rollins ROL 1.6 42 33.05 –2.86 .13 8.86 3.39 SoloBrands DTC ... 15 4.02 –0.21 ... 20.65 15.20 TejonRanch TRC ... 29 15.49 –0.17 ...
10.47 5.15 OilStatesIntl OIS ... 62 7.62 –0.09 ...
86.03 62.58 PinnacleWest PNW 4.7 21 74.23 –1.46 .88 10.96 9.95 RossAcqnIIA ROSS ... 47 10.83 ... ... 2.95 0.22 Sonendo SONX ... dd .31 –0.02 ... 34.73 17.78 TeladocHealth TDOC ... dd 18.46 –0.05 ...
29.89 22.29 OldRepublic ORI 3.6 10 26.87 –0.04.245
30.86 20.60 Pinterest PINS ... dd 25.96 –0.66 ... 104.72 80.88 RoyalBkCanada RY 4.9 11 80.97 –2.89.9959 62.26 39.02 SonicAutomotive SAH 2.6 dd 45.46 +3.62 .29 6.88 3.82 TelecomArgentina TEO 22.1 dd 5.63 +0.47.208
64.70 45.05 Olin OLN 1.7 8 46.18 –1.94 .20
274.70 177.27 PioneerNatRscs PXD 6.6 11 250.93 +2.64 .59 112.95 45.80 RoyalCaribbean RCL ... dd 80.04 –6.07 ... 17.40 6.00 SonidaSrLiving SNDA ... dd 9.00 +0.34 ... 448.71 340.82 TeledyneTech TDY ... 24 388.38 –16.20 ...
9.55 5.46 Olo OLO ... dd 5.47 –0.07 ...
162.20 110.67 PiperSandler PIPR 1.8 28 134.94 –4.34 .60 22.00 1.58 RubiconTech RBT ... dd 1.65 –0.40 ... 64.89 50.93 SonocoProducts SON 4.0 10 50.95 –1.91 .51 276.43 185.85 Teleflex TFX .7 24 187.56 –2.02 .34
34.77 25.61 OmegaHealthcare OHI 8.1 33 33.15 –0.86 .67
4.85 2.80 PitneyBowes PBI 5.9 dd 3.40 –0.22 .05 5.48 2.77 RushStreetInt RSI ... dd 3.66 –0.12 ... 100.94 63.34 Sony SONY .5 15 83.19 –1.96.2861 9.31 6.49 TelefonicaBras VIV 5.1 17 8.96 –0.13.0244
99.23 67.84 Omnicom OMC 3.8 11 73.94 –0.61 .70
85.91 44.13 PlanetFitness PLNT ... 36 53.16 +2.18 ... 50.64 32.13 RyanSpecialty RYAN ... 74 45.24 –2.06 ... 75.80 61.56 Southern SO 4.3 23 65.73 –0.82 .70 4.53 3.16 Telefonica TEF 5.9 13 3.94 –0.09.1646
37.08 15.87 OnHolding ONON ... cc 25.04 +1.37 ...
5.81 2.12 PlanetLabs PL ... dd 2.14 –0.04 ... 107.90 72.48 RyderSystem R 2.8 9 101.67 +0.21 .71 87.59 45.17 SoCopper SCCO 5.0 20 70.20 –1.941.00 29.58 23.03 TelekmIndonesia TLK 3.6 17 23.53 –0.861.1296
24.77 17.55 OneLiberty OLP 9.8 14 18.42 –0.15 .45
8.28 4.38 PlayAGS AGS ... 78 7.35 +0.56 ... 44.70 24.00 RyersonHolding RYI 2.8 8 26.49 –1.25.1825 11.66 9.99 SouthportAcqnA PORT ... 40 10.59 –0.02 ... 21.75 6.44 Telephone&Data TDS 4.1 dd 17.97 +0.09 .185
10.00 2.61 OneConnectFin OCFT ... dd 3.05 –0.22 ...
23.79 16.50 PlymouthIndREIT PLYM 4.5 dd 19.90 –0.77.225 98.60 77.18 RymanHospitality RHP 3.6 21 84.28 +0.331.00 40.38 24.12 SouthwestAir LUV 3.0 28 24.20 –1.17 .18 47.70 24.99 TempurSealy TPX 1.1 17 39.88 –0.01 .11
48.64 29.25 OneMain OMF 10.8 7 36.88 –0.521.00
138.49 91.86 Polaris PII 2.8 9 93.16 –3.97 .65 74.44 53.79 SouthwestGas SWX 4.3 dd 57.57 –0.02 .62 38.00 24.69 Tenaris TS .0 5 32.67 –0.54 .68
147.72 60.45 OntoInnovation ONTO ... 34 117.97 –20.13 ... S
51.58 38.01 PortlandGenElec POR 4.7 17 40.04 –1.62.475 7.53 4.57 SouthwesternEner SWN ... 1 7.21 +0.48 ... 9.29 3.14 TencentMusic TME ... 16 6.65 +0.10 ...
16.77 11.29 Ooma OOMA ... dd 11.81 –0.26 ...
98.84 78.85 PostHoldings POST ... 17 81.62 –0.03 ... 85.25 41.31 SpectrumBrands SPB 2.2 2 76.00 +0.92 .42 85.40 36.69 TenetHealthcare THC ... 12 54.57 +0.48 ...
49.32 29.10 Oppenheimer A OPY 1.7 13 35.13 –1.03 .15 145.10 88.02 SAP SAP 1.2 56 130.70 +1.912.1864
16.24 12.98 PostalRealty PSTL 7.1 cc 13.34 –0.35.2375 43.93 18.00 SphereEnt SPHR ... 2 33.78 –1.20 ... 87.53 57.39 Tennant TNC 1.4 15 73.82 –1.18.265
2.74 1.70 OppFi OPFI ... dd 2.34 +0.13 ... 428.65 287.31 S&P Global SPGI 1.0 48 350.03 –13.68 .90
26.05 16.41 PowerSchool PWSC ... dd 20.40 –0.30 ... 12.64 2.80 SpireGlobal SPIR ... dd 3.59 –0.16 ... 57.73 29.18 Teradata TDC ... 78 43.48 –0.69 ...
127.54 70.31 Oracle ORCL 1.6 30 101.85 –6.40 .40 11.54 9.89 SDCLEDGEAcqn SEDA ... 59 10.62 ... ...
87.36 41.56 PrecisionDrilling PDS ... 9 60.23 –1.47 ... 75.83 53.77 Spire SR 5.0 13 57.61 –0.05 .72 65.64 32.42 Terex TEX 1.4 7 47.66 –5.38 .17
13.08 9.12 Orange ORAN 5.0 18 11.46 –0.12.3142 15.24 6.83 SeacorMarine SMHI ... dd 14.46 +0.66 ...
68.54 51.33 PrestigeCnsHlth PBH ... dd 59.68 +0.27 ... 38.55 14.65 SpiritAeroSys SPR ... dd 21.43 +4.56 ... 3.45 0.63 TerranOrbital LLAP ... dd .66 –0.05 ...
12.66 6.46 OrchidIsland ORC 22.3 dd 6.46 –0.98 .12 6.24 1.33 SES AI SES ... dd 2.14 –0.32 ... +0.41 .10
220.00 131.00 Primerica PRI 1.3 16 198.52 –6.88 .65 22.70 14.41 SpiritAirlines SAVE .0 dd 16.34 67.03 51.45 TerrenoRealty TRNO 3.4 28 52.30 –3.22 .45
32.43 15.88 Organon OGN 7.0 5 15.90 –1.42 .28 11.52 8.43 SFL SFL 8.8 ... 10.91 –0.26 .24
16.47 12.27 PrimoWater PRMW 2.4 25 13.26 –0.08 .08 44.65 32.48 SpiritRealtyCap SRC 8.1 16 33.21 –0.50.6696 6.77 2.43 TetraTech TTI ... 37 6.18 –0.12 ...
43.01 25.59 OriginBancorp OBK 2.2 9 27.40 –0.80 .15 14.63 11.13 SITE Centers SITC 4.5 24 11.59 –0.31 .13
36.19 17.35 PrimorisSvcs PRIM .8 13 30.22 –0.31 .06 182.00 69.29 Spotify SPOT ... dd 149.92 –3.64 ... 11.45 7.09 TevaPharm TEVA ... dd 8.12 –0.54 ...
6.07 2.10 OrionGroup ORN ... dd 5.33 –0.38 ... 83.88 56.96 SJW Group SJW 2.6 20 58.08 –1.02 .38
22.82 11.87 ProAssurance PRA 1.1 cc 17.94 +0.06 .05 11.45 10.10 SpreeAcqn1 A SHAP ... 38 10.90 –0.02 ... 2739.00 1266.21 TexasPacLand TPL .7 35 1913.75 +38.973.25
9.95 4.41 OrionOffice ONL 8.4 dd 4.75 –0.10 .10 21.73 18.26 SK Telecom SKM 5.5 10 20.47 +0.23.3492
76.86 41.80 ProcoreTech PCOR ... dd 62.88 –4.92 ... 16.68 7.25 Sprinklr CXM ... cc 13.26 –0.38 ... 43.00 28.01 Textainer TGH 3.5 6 34.15 –1.58 .30
26.91 14.56 Orion OEC .4 10 20.03 –0.58.0207 44.65 19.06 SLGreenRealty SLG 10.1 dd 32.20 –2.17.2708
158.38 126.48 Procter&Gamble PG 2.5 24 148.05 +3.36.9407 41.96 28.13 Sprott SII 3.5 21 28.53 –1.12 .25 81.39 60.54 Textron TXT .1 17 75.90 –2.39 .02
101.56 68.78 Orix IX 2.9 11 89.14 –1.871.5303 48.55 24.66 SM Energy SM 1.4 5 42.85 +0.87 .15
161.00 111.41 Progressive PGR .3 34 154.84 –0.11 .10 12.40 3.89 SprucePower SPRU ... dd 4.63 –0.06 ... 609.85 463.25 ThermoFisher TMO .3 32 464.36 –18.49 .35
101.81 65.11 OrmatTech ORA .7 43 66.46 –0.76 .12 9.50 2.54 SOS SOS ... dd 3.37 –0.62 ...
136.67 100.64 Prologis PLD 3.4 32 102.43 –7.22 .87 34.38 16.86 Squarespace SQSP ... dd 29.36 –0.09 ... 29.17 16.52 Thermon THR ... 24 26.47 –0.69 ...
9.89 2.05 OscarHealth OSCR ... dd 5.10 +0.17 ... 91.94 60.77 SPX Tech SPXC ... 59 79.10 –0.81 ...
5.94 3.35 PropertyGuru PGRU ... dd 4.20 +0.04 ... 65.99 32.70 St.Joe JOE 1.0 33 49.02 –1.86 .12 138.85 100.12 ThomsonReuters TRI 1.6 27 121.85 –4.80 .49
106.66 72.09 Oshkosh OSK 1.8 15 88.87 –4.78 .41 38.83 27.62 STAG Indl STAG 4.5 30 32.58 –1.81.1225
12.58 6.33 ProPetro PUMP ... 13 10.69 +0.28 ... 42.42 31.83 StandardMotor SMP 3.6 11 32.39 +0.28 .29 116.31 74.00 ThorIndustries THO 2.1 13 90.01 –0.64 .48
12.12 9.63 OsirisAcqn OSI ... dd 10.38 ... ... 91.10 60.26 SabineRoyalty SBR 12.1 8 61.25 –2.19.2787
78.76 50.72 ProsperityBcshs PB 4.4 10 50.73 –0.95 .56 168.81 86.70 StandexIntl SXI .8 12 142.89 –3.68 .28 12.67 3.81 3D Systems DDD ... dd 4.44 +0.57 ...
6.25 2.48 OsiskoDevelopment ODV ... dd 3.23 –0.02 ... 3.85 2.51 SafeBulkers SB 6.1 3 3.30 –0.01 .05 104.21 70.70 StanleyBlackDck SWK 4.2 15 77.92 –3.53 .81 133.91 86.33 3M MMM 6.9 dd 86.55 –2.13 1.50
17.96 9.94 OsiskoGold OR 1.4 dd 12.37 +0.39.0452 40.09 22.04 ProtoLabs PRLB ... dd 25.06 –0.53 ... 35.53 15.31 Safehold SAFE 4.6 dd 15.34 –1.08 .177 69.02 45.21 Stantec STN .9 31 61.40 –3.61 .147 73.55 27.70 Tidewater TDW ... 74 70.42 +0.99 ...
91.33 64.30 OtisWorldwide OTIS 1.8 24 77.53 –2.47 .34 24.58 14.04 ProvidentFinSvcs PFS 6.8 6 14.10 –0.32 .24 238.22 126.34 Salesforce CRM ... cc 203.73 –0.86 ... 13.10 6.88 Starrett A SCX ... 3 10.56 –0.21 ... 10.35 6.05 Tilly's TLYS ... dd 8.24 +0.14 ...
19.20 3.21 Ouster OUST ... dd 4.16 –0.07 ... 110.96 75.37 PrudentialFinl PRU 5.5 30 90.49 –3.38 1.25 18.42 7.21 SallyBeauty SBH ... 5 7.95 +0.69 ... 4.53 2.64 Startek SRT ... dd 4.28 –0.04 ... 95.08 64.05 Timken TKR 1.9 12 69.73 –0.94 .33
21.65 8.18 OutfrontMedia OUT 13.2 dd 9.08 +0.46 .30 34.37 18.20 Prudential PUK ... 15 20.28 –1.31 ... 32.41 8.42 Samsara IOT ... dd 22.82 –0.64 ... 21.73 16.06 StarwoodProp STWD10.6 10 18.04 –0.81 .48 23.49 15.51 TimkenSteel TMST ... dd 19.53 –0.81 ...
4.69 2.65 OverseasShip OSG ... 8 4.48 –0.12 ... 65.46 53.29 PublicServiceEnt PEG 3.8 11 59.30 –1.50 .57 12.25 6.45 SanJuanBasin SJT 22.2 4 7.42 –0.05.0538 94.74 63.11 StateStreet STT 4.3 9 64.86 +0.58 .69 17.29 9.23 TItanIntl TWI ... 5 12.12 –0.66 ...
59.11 32.07 Ovintiv OVV 2.4 4 49.90 +0.06 .30 316.48 250.82 PublicStorage PSA 4.8 11 251.19 –20.933.00 22.05 12.62 SandRidgeEnergy SD 2.5 3 16.26 ... .10 48.00 38.00 SteelPartners SPLP ... 6 43.52 +1.52 ... 27.00 15.77 Toast TOST ... dd 17.58 +0.12 ...
22.86 11.79 Owens&Minor OMI ... dd 14.55 –0.27 ... 86.16 35.99 PulteGroup PHM .9 6 69.65 –3.24 .16 6.31 4.27 SandstormGold SAND 1.2 27 4.82 +0.04.0145 11.97 6.20 Steelcase SCS 3.8 22 10.52 –0.96 .10 84.57 39.53 Toll Bros TOL 1.2 5 68.67 –3.06 .21
147.00 80.24 OwensCorning OC 1.7 9 122.97 –4.46 .52 40.50 22.14 PureStorage PSTG ... dd 33.08 –2.03 ... 28.87 20.30 SaratogaInvt SAR 11.9 8 23.33 –0.49 .71 20.71 12.60 Stellantis STLA ... 3 18.88 –0.80 ... 46.11 29.70 TootsieRoll TR 1.2 26 29.91 –0.55 .09
16.10 2.52 Owlet OWLT ... dd 4.01 +0.03 ... 11.08 10.17 PyrophyteAcqn PHYT ... 30 10.84 –0.10 ... 18.70 11.56 Sasol SSL 5.5 16 13.23 –0.66.3871 36.09 20.24 StellarBancorp STEL 2.4 11 21.65 –0.18 .13 307.54 140.66 TopBuild BLD ... 12 227.07 –10.97 ...
123.37 88.89 OxfordIndustries OXM 2.9 9 89.33 –0.55 .65 36.52 18.91 Q2 QTWO ... dd 31.39 –0.68 ... 44.09 32.13 SaulCenters BFS 6.9 21 34.22 +0.28 .59 14.83 3.34 Stem STEM ... dd 3.36 –0.47 ... 25.96 12.62 TopgolfCallaway MODG ... 26 13.06 +0.41 ...
51.18 37.43 Qiagen QGEN ... 26 37.53 –0.93 ... 26.88 14.12 SaversValue SVV ... 34 15.08 +0.29 ...
PQ 114.97 63.60 Stepan SCL 2.0 33 75.59 +11.93 .375 117.66 78.35 Toro TTC 1.7 23 82.22 –3.68 .34
6.41 2.20 QuadGraphics QUAD ... dd 4.55 –0.18 ... 62.12 42.73 Schlumberger SLB 1.7 20 58.21 –0.75 .25 254.00 160.15 Steris STE 1.0 cc 217.05 –5.27 .52 70.67 55.43 TorontoDomBk TD 5.0 10 57.40 –1.42.7193
216.45 136.13 QuakerHoughton KWR 1.3 cc 144.13 –0.75.455 31.74 21.01 SchneiderNatl SNDR 1.3 12 26.68 –0.16 .09
56.38 31.26 PBF Energy PBF 1.7 2 48.25 +1.65 .20 36.30 13.71 Stevanato STVN .2 55 31.57 –1.47.0578 5.19 1.21 Torrid CURV ... 12 2.43 +0.45 ...
29.63 18.71 QuanexBldg NX 1.2 11 26.83 –0.64 .08 86.63 45.00 SchwabC SCHW 2.0 17 50.87 –0.46 .25
18.19 13.99 PG&E PCG ... 17 16.02 –0.26 ... 51.72 35.96 StewartInfo STC 4.8 22 39.61 –2.00.475 11.21 9.77 TortoiseEcoIII A TRTL ... 32 10.52 +0.04 ...
212.82 130.60 QuantaServices PWR .2 42 164.70 –8.83 .08 123.53 95.43 ScienceApplicat SAIC 1.3 12 109.99 –4.05 .37
32.78 17.43 PGT Innovations PGTI ... 18 30.60 –0.47 ... 68.77 50.67 StifelFinancial SF 2.5 11 57.70 –0.88 .36 67.38 51.04 TotalEnergies TTE ... 8 65.88 –0.58 ...
13.86 5.11 QuantumScape QS ... dd 5.84 –0.23 ... 64.20 40.34 ScorpioTankers STNG 1.8 4 54.90 –1.10 .25
37.00 24.49 PHINIA PHIN 3.8 ... 26.41 –0.89 .25 55.85 29.57 STMicroelec STM .5 9 39.77 –3.12 .06 12.65 7.05 TownsquareMedia TSQ 8.7 cc 8.59 –0.07.1875
2.54 0.69 Qudian QD ... 15 1.84 –0.19 ... 88.61 43.07 ScottsMiracleGro SMG 5.7 dd 46.46 –1.31 .66
4.39 2.33 PHX Minerals PHX 2.5 5 3.55 –0.05.0225 25.87 14.18 Stoneridge SRI ... dd 16.83 –0.72 ... 195.65 131.34 ToyotaMotor TM 2.2 11 173.48 –4.202.4959
158.34 119.59 QuestDiag DGX 2.3 18 123.73 +1.23 .71 8.90 3.71 ScullyRoyalty SRL 19.2 dd 4.10 –0.78 .17
86.92 59.61 PJT Partners PJT 1.3 23 74.20 –3.03 .25 47.35 30.66 Stride LRN ... 15 44.60 –0.72 ... 6.70 2.33 Traeger COOK ... dd 2.75 +0.25 ...
30.64 19.02 PLDT PHI 5.6 21 21.52 –0.05.8628 R 12.40 7.93 SculptorCapMgmt SCU 3.0 dd 12.13 –0.09 .06 306.93 205.43 Stryker SYK 1.1 38 265.69 +7.81 .75 211.71 139.60 TraneTech TT 1.6 23 187.27 –17.42 .75
170.28 110.31 PNC Finl PNC 5.5 8 111.82 –6.32 1.55 88.84 34.87 Sea SE ... cc 44.61 –0.96 ... 9.57 1.75 StudioCity MSC ... dd 5.55 +0.13 ... 10.40 7.69 Transalta TAC 2.1 11 7.72 –0.53.0405
49.60 42.75 PNM Resources PNM 3.3 16 44.70 +0.96.3675 256.29 195.18 RBC Bearings RBC ... 42 225.28 –12.50 ... 16.18 9.72 SeabridgeGold SA ... dd 11.57 +0.13 ... 63.21 49.45 SturmRuger RGR 2.8 14 54.61 +0.29 .36 47.35 27.23 TrancntlRlty TCI ... 1 29.02 +1.51 ...
133.09 41.80 POSCO PKX 1.7 26 83.34 –10.76.7334 67.77 48.72 RB Global RBA 1.7 69 63.46 –3.06 .27 50.72 27.51 SeaDrill SDRL ... 6 40.77 –2.38 ... 16.96 14.42 SuburbanPropane SPH 7.8 12 16.62 +0.30.325 940.00 521.43 TransDigm TDG ... 44 822.76 –34.33 ...
152.89 107.42 PPG Ind PPG 2.1 21 124.72 –3.74 .65 11.89 10.09 RCF Acqn A RCFA ... 33 10.99 +0.02 ... 56.43 28.90 SealedAir SEE 2.8 11 29.05 –0.50 .20 10.58 5.39 SumitomoMits SMFG 3.0 11 9.50 –0.17 .173 8.88 3.40 Transocean RIG ... dd 7.16 –0.55 ...
31.74 22.20 PPL PPL 4.0 24 23.76 –0.13 .24 35.89 24.59 RELX RELX 2.0 31 34.43 –1.06.2195 68.19 42.24 SeaWorldEnt SEAS ... 11 42.49 ... ... 8.81 5.40 SummitHotelProp INN 4.2 dd 5.66 –0.10 .06 14.19 7.77 TransportadGas TGS ... 13 12.68 +0.93 ...
44.81 12.11 ProgHoldings PRG ... 10 28.67 –1.45 ... 24.28 10.44 RE/MAX RMAX 8.8 cc 10.47 –0.78 .23 33.51 18.86 SelectMedical SEM 2.1 15 23.51 +0.34 .125 39.56 23.95 SummitMaterials SUM ... 25 34.93 +2.14 ... 82.75 50.32 TransUnion TRU .6 56 65.12 –1.50 .105
11.64 9.99 ProofAcqnIA PACI ... 61 10.83 +0.09 ... 16.54 9.85 REV REVG 1.4 36 14.78 –0.59 .05 9.84 5.52 SelectWater WTTR 2.7 12 7.48 –0.21 .05 21.49 13.00 SummitMidstream SMLP ... dd 17.45 –0.96 ... 44.99 33.11 Travel+Leisure TNL 5.3 7 33.65 +0.36 .45
38.96 20.32 PROS PRO ... dd 33.05 –0.75 ... 406.38 226.75 RH RH ... 18 232.45 –6.08 ... 2.94 0.51 SelectQuote SLQT ... dd 1.21 –0.03 ... 163.83 102.75 SunComms SUI 3.5 58 105.70 +0.85 .93 194.51 159.21 Travelers TRV 2.5 17 161.59 –2.621.00
35.57 4.30 PSQ PSQH ... dd 5.58 –0.27 ... 149.65 113.06 RLI RLI .8 9 132.57 –2.35 .27 84.13 63.75 Sempra SRE 3.5 17 68.56 –0.93.595 53.21 40.15 SunLifeFinancial SLF 4.8 13 46.01 –2.82.5518 12.51 4.90 Tredegar TG .0 dd 5.03 –0.17 .13
13.41 8.75 P10 PX 1.3 90 9.30 –0.78.0325 12.92 9.27 RLJ Lodging RLJ 4.2 30 9.50 –0.08 .10 12.48 7.16 Semrush SEMR ... dd 8.31 +0.34 ... 10.43 6.50 SunCokeEnergy SXC 4.3 9 9.41 –0.35 .10 55.30 38.18 TreeHouseFoods THS ... 41 40.71 +0.43 ...
94.51 46.76 PVH PVH .2 25 72.86 +2.67.0375 3.06 0.90 RLX Tech RLX ... 35 1.60 ... ... 20.98 10.44 SendasDistrib ASAI .8 17 10.90 –0.60.0358 37.23 27.59 SuncorEnergy SU 4.6 10 33.89 –0.32.3868 76.05 38.68 Trex TREX ... 42 54.87 –1.99 ...
158.66 112.00 PackagingCpAm PKG 3.5 15 144.48 –6.89 1.25 11.40 6.54 RPC RES 1.6 7 8.90 –0.02 .04 54.34 35.40 SensataTech ST 1.3 14 35.56 –1.22 .12 15.40 2.97 SunlandsTech STG ... 1 5.55 +0.47 ... 34.04 14.69 TriPointe TPH ... 5 24.67 –1.58 ...
35.33 19.51 PagerDuty PD ... dd 19.65 –0.94 ... 107.40 78.52 RPM RPM 2.0 24 93.23 –2.79 .46 79.19 52.90 SensientTech SXT 2.8 19 57.58 +4.44 .41 24.82 8.17 SunnovaEnergy NOVA ... dd 8.67 –1.55 ... 9.56 6.69 TriconRes TCN 3.4 8 6.78 –0.22.058
14.97 7.24 PagSeguroDig PAGS ... 8 7.54 –0.36 ... 11.67 8.49 RPT Realty RPT 5.6 14 10.07 –0.26 .14 24.72 12.43 SentinelOne S ... dd 15.98 –0.52 ... 51.85 40.70 Sunoco SUN 6.7 15 50.62 +0.08.842 121.60 60.61 TriNet TNET ... 20 113.38 –5.79 ...
20.24 5.92 PalantirTech PLTR ... dd 16.11 –1.25 ... 104.91 68.56 RTX RTX 3.3 19 72.55 –0.70 .59 3.90 1.86 SequansComms SQNS ... ... 2.78 –0.11 ... 11.38 8.60 SunstoneHotel SHO 2.4 22 9.28 –0.06 .07 31.68 20.07 TrinityIndustries TRN 4.8 23 21.58 –0.33 .26
48.79 22.80 PampaEnergia PAM ... 4 41.03 +1.37 ... 25.50 14.75 RXO RXO ... cc 18.83 +0.31 ... 12.79 7.11 SeritageGrowth SRG ... dd 7.57 –0.15 ... 4.28 2.57 SuperGroup SGHC ... ... 3.52 –0.30 ... 30.54 5.79 Trinseo TSE .7 dd 5.87 –0.76 .01
D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
Five-Day Nasdaq Composite

17.33 10.70 TripleFlagPrecMtl TFPM 1.6 37 12.98 –0.27.0525 33.09 11.69 VistaEnergy VIST ... 9 30.59 –0.47 ... A
13.47 9.39 TriplePtVent TPVG17.0 dd 9.43 –0.58 .40 33.78 22.97 VistaOutdoor VSTO ... dd 24.27 –8.53 ...
71.39 35.90 AAON AAON .6 29 53.17 –2.99 .08
10.92 9.94 TristarAcqnI TRIS ... 31 10.74 –0.03 ... 34.28 21.12 Vistra VST 2.6 9 31.93 +0.29.206
33.99 13.73 AcadiaPharm ACAD ... dd 22.16 –0.98 ...
13.33 7.00 TriumphGroup TGI ... 6 7.59 +0.42 ... 73.27 39.74 VitalEnergy VTLE ... 1 54.91 –0.56 ...
29.88 8.95 ACELYRIN SLRN ... ... 9.88 +0.17 ...
17.61 10.58 Tronox TROX 4.5 dd 11.00 –0.33 .125 27.39 13.90 VitesseEnergy VTS 8.0 31 25.07 +2.27 .50
29.14 19.68 ACI Worldwide ACIW ... 32 21.16 +0.90 ... Unkind Cuts: Tesla margins–and Elon Musk’s mood–were depressed by
22.31 13.52 TrueBlue TBI ... 29 13.91 –0.69 ... 181.14 107.37 VMware VMW ... 46 150.91 –26.85 ...
3.83 1.68 AC Immune ACIU ... dd 2.46 –0.32 ... the company’s price cuts. Netflix’s subscribers grew. The Nasdaq Com-
51.26 25.56 TruistFinl TFC 7.7 7 27.16 –1.25 .52 33.08 16.71 Vontier VNT .3 16 30.02 –0.89.025
21.07 5.46 ACM Research ACMR ... 18 17.86 –1.14 ...
24.78 15.00 TsakosEnergy TNP 2.9 2 20.97 –0.96 .40 26.76 12.31 VornadoRealty VNO .0 dd 20.30 –0.80 .375
8.00 0.61 Tupperware TUP ... ... 1.72 –0.47 ... 78.11 58.83 VoyaFinancial VOYA 2.4 12 65.93 –0.06 .40
18.68 6.51 ACV Auctions ACVA ... dd 14.08 +0.30 ... posite ended Friday at 12,984—down 3.2% for the week.
4.65 2.47 ADMA Biologics ADMA ... dd 3.16 –0.05 ...
5.63 3.26 TurkcellIletism TKC 1.7 5 4.36 –0.30.0953 229.75 148.51 VulcanMatls VMC .9 37 201.55 –7.74 .43 23.21 7.00 Adtran ADTN 5.0 dd 7.21 –0.09 .09
26.31 18.96 TurningPoint TPB 1.2 35 21.39 +0.21.065 Monday Tuesday Wednesday Thursday Friday
W 18.00 0.10 AerwinsTech AWIN ... 0 .13 –0.02 ...
9.60 4.90 TutorPerini TPC ... dd 6.95 –0.37 ... 17.72 9.91 AFC Gamma AFCG18.7 6 11.11 –0.33 .48
3.12 0.77 Tuya TUYA ... dd 1.64 +0.13 ... 13,620
9.16 3.62 W&T Offshore WTI ... 5 4.15 +0.05 ... 12.25 7.30 AGNC Invt AGNC17.6 dd 8.20 –0.58 .12
79.70 41.00 Twilio TWLO ... dd 53.33 –2.25 ... 101.11 75.47 WEC Energy WEC 3.8 19 81.20 –1.32 .78 12.25 10.08 AIBAcqnA AIB ... dd 11.32 +0.03 ...
11.62 6.89 TwinRidgeCapA TRCA ... cc 6.89 –3.37 ... 204.06 136.79 WEX WEX ... 39 187.74 –1.01 ... 13.64 3.94 AlxOncology ALXO ... dd 7.16 –1.97 ...
11.00 9.94 twoA TWOA ... 54 10.52 +0.01 ... 21.00 9.65 WKKellogg KLG ... ... 10.14 –0.64 ... 27.46 9.96 AMC Networks AMCX ... dd 12.23 +0.66 ... 13,450
18.67 10.90 TwoHarbors TWO19.2 dd 10.91 –1.08 .45 94.96 51.84 WNS WNS ... 18 56.88 –10.91 ... 60.49 47.53 Amerisafe AMSF 2.6 16 52.65 +0.75 .34 (Previous Friday Close)
426.83 281.11 TylerTech TYL ... 95 367.71 –7.45 ... 85.94 51.36 W.P.Carey WPC 8.1 15 52.82 –1.341.071 42.11 26.88 A-MarkPrecMet AMRK 2.8 5 28.96 –1.61 .20
69.07 46.16 TysonFoods TSN 4.1 49 46.29 –0.23 .48 64.07 41.06 WPP WPP ... 14 41.43 –1.96 ... 65.89 32.16 ANI Pharm ANIP ... dd 57.44 –0.22 ...
351.23 206.36 Ansys ANSS ... 47 279.72 –13.41 ... 13,280
U 30.10 15.58 WabashNational WNC 1.5 5 20.85 –0.78 .08
119.70 83.93 Wabtec WAB .7 27 99.70 –2.87 .17 17.76 4.87 AN2 Therap ANTX ... dd 14.99 +1.07 ...
26.97 14.41 UBS Group UBS 2.3 2 23.72 –0.59 .55 101.02 61.06 Walker&Dunlop WD 3.8 16 66.48 –2.05 .63 50.58 30.67 APA APA 2.4 9 42.16 +0.91 .25
45.46 34.62 UDR UDR 4.8 26 34.70 –1.45 .42 7.35 1.77 Wallbox WBX ... ... 1.89 –0.45 ... 20.99 15.00 ARKRestaurants ARKR 4.9 11 15.36 +0.16.1875 13,110
43.19 20.22 UGI UGI 7.1 dd 20.79 –0.59 .375 165.85 134.00 Walmart WMT 1.4 31 158.76 –1.07 .57 9.65 2.55 ARS Pharm SPRY ... dd 3.51 –0.22 ...
70.57 50.00 U-Haul UHAL ... 3 51.58 –2.08 ... 18.99 9.50 WarbyParker WRBY ... dd 14.00 +0.20 ... 771.98 437.12 ASML ASML .9 28 580.10 –19.651.5337
+160.75 -34.24 -219.44 -128.13 -202.37
68.29 43.62 U-Haul N UHAL.B .3 ... 49.32 –1.55 .04 53.00 31.04 WarriorMetCoal HCC .6 5 46.68 –1.55 .07 11.48 9.99 A SPAC II ASCB ... 42 11.06 +0.09 ...
0.30 0.05 A SPAC II Rt ASCBR ... ... .10 ... ... 12,940
18.87 13.26 UMH Prop UMH 5.9 dd 13.90 –0.22.205 146.12 125.83 WasteConnections WCN .7 42 136.45 –1.96.255
10.21 2.90 AST Space ASTS ... dd 2.93 –0.13 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
60.59 41.43 Unitil UTL 3.6 17 45.28 –0.16.405 173.71 148.31 WasteMgt WM 1.8 28 156.58 –2.23 .70
2.49 1.02 ATA Creativity AACG ... dd 1.05 –0.05 ...
26.59 17.27 USA Compression USAC 8.3 cc 25.30 –0.34.525 3.36 0.98 Waterdrop WDH ... 8 1.03 –0.04 ...
3.65 1.14 ATAI Life ATAI ... dd 1.30 +0.02 ...
69.60 48.61 UsanaHealth USNA ... 17 55.88 +0.79 ... 353.71 248.11 Waters WAT ... 22 253.64 +1.03 ... 52-Week Tick Div 52-Week Tick Div
50.27 30.68 ATN Intl ATNI 2.4 dd 34.31 +1.22 .21
46.86 13.79 US Cellular USM ... dd 41.69 +0.38 ... 406.08 238.55 Watsco WSO 2.8 23 347.61 –35.062.45 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
1.93 0.57 AVROBIO AVRO ... dd 1.56 ... ...
44.52 27.02 US Foods USFD ... 21 37.09 +0.84 ... 388.50 238.25 Watsco B WSO.B 2.6 25 375.00 –13.502.45 38.87 20.64 Alpha&Omega AOSL ... 69 26.11 –1.26 ... 20.17 16.95 AresCapital ARCC10.2 12 18.79 –0.24 .48
6.57 2.20 AXT AXTI ... dd 2.24 –0.09 ...
124.11 78.17 US PhysTherapy USPH 2.0 45 87.54 +0.48 .43 192.93 124.54 WattsWater WTS .8 22 172.27 –5.87 .36 25.32 12.48 Abcam ABCM ... cc 22.62 +0.01 ... 11.29 10.12 AlphaStarAcqn ALSA ... 43 11.07 +0.01 ... 550.76 333.07 argenx ARGX ... dd 475.07 –18.41 ...
14.90 10.38 US Silica SLCA ... 7 13.25 –0.27 ... 90.71 28.70 Wayfair W ... dd 43.87 –3.44 ... 14.97 3.92 AbCelleraBio ABCL ... dd 4.32 +0.06 ... 0.18 0.06 AlphaStarRt ALSAR ... ... .09 –0.03 ... 3.20 0.36 ArgoBlockchain ARBK ... dd .94 –0.09 ...
6.98 2.85 UWM UWMC 8.1 65 4.96 –0.13 .10 12.45 3.74 WeaveComms WEAV ... dd 7.10 +0.18 ... 11.60 8.00 Abivax ABVX ... dd 8.30 –3.30 ... 6.48 1.62 AlphaTeknova TKNO ... dd 2.14 +0.16 ... 15.27 6.75 Arhaus ARHS ... 8 8.88 –0.57 ...
49.49 23.90 Uber UBER ... dd 42.96 –0.52 ... 56.46 31.03 WebsterFin WBS 4.2 7 38.19 –0.42 .40 3.71 1.13 Absci ABSI ... dd 1.26 –0.08 ... 141.22 83.34 Alphabet A GOOGL ... 29 135.60 –1.76 ... 11.53 9.92 AriszAcqnA ARIZ ... 80 10.72 ... ...
350.63 114.12 Ubiquiti UI 2.1 17 116.77 +0.96 .60 95.57 58.75 WeisMarkets WMK 2.1 15 65.24 +2.71 .34 142.38 83.45 Alphabet C GOOG ... 29 136.74 –1.84 ... 0.21 0.04 AriszAcqnRt ARIZR ... ... .11 +0.02 ...
4.66 3.43 AcaciaResearch ACTG ... dd 3.50 –0.07 ...
19.94 10.40 UiPath PATH ... dd 15.53 +0.14 ... 48.84 35.25 WellsFargo WFC 3.5 9 40.27 –0.69 .35 19.14 8.83 Alphatec ATEC ... dd 12.25 +1.04 ... 69.00 46.50 Arm ARM ... ... 47.87 –2.91 ...
69.02 40.67 AcademySports ASO .8 7 46.00 +2.75 .09
4.11 2.18 UltraparPart UGP 1.6 16 3.91 +0.05.0516 86.97 56.66 Welltower WELL 2.9 cc 83.89 –1.26 .61 11.48 10.05 AlphaTimeAcqn ATMC ... 64 10.67 –0.02 ... 12.20 8.56 ArmadaAcqnI AACI ... dd 10.69 ... ...
89.85 66.49 AcadiaHealthcare ACHC ... 25 75.06 –1.27 ...
13.05 6.29 UnderArmour A UAA ... 9 7.28 +0.67 ... 185.23 114.00 WescoIntl WCC 1.2 8 125.57 –8.13 .375 10.93 10.10 AlphaVestAcqn ATMV ... 75 10.60 +0.03 ... 26.64 13.86 ArrayTech ARRY ... 35 17.52 –1.92 ...
17.01 6.57 Accolade ACCD ... dd 6.77 –0.25 ...
11.42 5.82 UnderArmour C UA ... 8 6.76 +0.55 ... 91.44 65.79 WestFraserTimber WFG 1.8 dd 66.89 +0.33 .30 0.57 0.11 AlphaVestAcqnRt ATMVR ... ... .15 ... ... 47.00 1.00 Arrival ARVL ... ... 1.02 –0.09 ...
10.94 9.92 AccretionAcqn ENER ... 58 10.50 +0.01 ...
10.54 5.85 Unifi UFI ... dd 6.46 –0.19 ... 415.73 206.19 WestPharmSvcs WST .2 53 363.66 –21.40 .19 14.92 4.82 AlpineImmune ALPN ... dd 9.92 –0.34 ... 35.44 16.38 ArrowFinancial AROW 5.8 8 18.02 +0.17.2621
0.29 0.01 AccretionAcqnRt ENERR ... ... .10 +0.01 ...
205.59 150.50 Unifirst UNF .8 30 163.35 +2.88 .31 81.17 7.46 WestAllianceBcp WAL 3.4 5 42.22 –1.99 .36 15.04 4.68 AlsetCapAcqnA ACAX ... cc 10.50 –0.05 ... 42.48 23.09 ArrowheadPharm ARWR ... dd 25.44 –1.16 ...
4.30 1.81 Accuray ARAY ... dd 2.75 –0.09 ...
55.99 43.60 Unilever UL 3.8 14 48.20 +0.40.4746 11.64 7.00 WstAstMtgCap WMC17.2 dd 8.15 –0.24 .35 78.49 43.68 AltairEngg ALTR ... dd 61.14 –4.43 ... 11.74 9.95 ArtemisStratInvt ARTE ... 64 10.66 ... ...
4.59 0.54 AcelRxPharm ACRX ... dd .56 –0.08 ...
240.48 183.69 UnionPacific UNP 2.5 20 211.34 +3.59 1.30 29.18 23.79 WesternMidstrm WES 8.3 10 27.69 +0.27 .575 11.86 10.01 AltEnergyA AEAE ... 37 10.56 –0.05 ... 8.08 3.27 Arteris AIP ... dd 5.88 –0.08 ...
10.94 10.06 AchariVenturesI AVHI ... dd 10.68 ... ...
17.17 2.15 Altimmune ALT ... dd 2.17 –0.49 ... 63.00 39.63 ArtesianRscs A ARTNA 2.9 23 39.78 –1.08.284
9.40 2.71 Unisys UIS ... dd 2.79 –0.27 ... 14.84 10.07 WesternUnion WU 7.1 7 13.22 +0.07.235 2.16 0.75 AchillesTherap ACHL ... dd .93 +0.02 ...
17.67 3.52 AltisourcePortf ASPS ... dd 4.25 +0.35 ... 57.96 14.70 Arvinas ARVN ... dd 14.83 –2.01 ...
8.97 5.82 UnitedMicro UMC 6.0 7 7.43 +0.33.586 138.39 87.93 Westlake WLK 1.7 11 115.57 –5.52 .50 18.96 5.09 AclarisTherap ACRS ... dd 5.28 –0.04 ...
14.60 5.52 Alvotech ALVO ... dd 8.68 –0.47 ... 134.53 64.33 AscendisPharma ASND ... dd 90.00 –3.57 ...
47.88 12.88 UnitedNatFoods UNFI ... 45 15.30 –0.07 ... 39.30 26.84 WestRock WRK 3.2 dd 34.32 –2.62.275 24.80 8.98 AcordaTherap ACOR ... dd 10.15 +0.15 ...
27.33 14.05 AmalgamFin AMAL 2.5 5 16.08 –0.56 .10 15.50 7.32 AscentIndustries ACNT ... dd 8.35 +0.30 ...
197.80 150.54 UPS B UPS 4.3 13 151.96 –3.12 1.62 14.20 8.91 Westwood WHG 6.6 dd 9.06 +0.02 .15 25.47 5.06 AcrivonTherap ACRV ... dd 5.54 –0.52 ... 2.23 0.70 Amarin AMRN ... dd .75 ... ... 260.98 161.32 AspenTech AZPN ... dd 180.92 –18.14 ...
492.33 271.05 UnitedRentals URI 1.5 12 406.40 –26.651.48 130.80 1.96 WeWork WE ... dd 2.05 –0.31 ... 11.31 3.39 AcumenPharm ABOS ... dd 3.46 –0.28 ... 145.86 81.43 Amazon.com AMZN ... cc 125.17 –4.62 ... 1.78 0.67 AssemblyBiosci ASMB ... dd .97 +0.26 ...
49.95 27.27 US Bancorp USB 6.2 9 30.93 –1.24 .48 36.00 27.65 Weyerhaeuser WY 2.6 31 29.25 –0.69 .19 1.96 0.40 AcutusMedical AFIB ... dd .58 –0.03 ... 99.86 49.35 Ambarella AMBA ... dd 49.90 –2.95 ... 56.33 34.48 AstecIndustries ASTE 1.2 39 42.20 –1.76 .13
33.65 18.92 US Steel X .6 6 31.84 –1.41 .05 52.76 30.35 WheatonPrecMet WPM 1.4 32 43.13 +0.66 .15 2.10 0.90 Adagene ADAG ... dd 1.40 –0.01 ... 16.86 0.38 AmbrxBio AMAM ... ... 8.43 –5.62 ... 76.56 53.78 AstraZeneca AZN 2.2 32 63.83 –3.50 .465
558.10 445.68 UnitedHealth UNH 1.4 23 527.03 –12.37 1.88 18.40 0.98 WheelsUp UP ... dd 1.51 –0.07 ... 2.65 0.55 Adaptimmune ADAP ... dd .56 –0.09 ... 99.75 79.43 Amdocs DOX 2.2 17 80.58 –0.31 .435 16.28 5.05 AstriaTherap ATXS ... dd 5.28 –1.10 ...
50.08 21.22 UnitySoftware U ... dd 27.17 –0.86 ... 160.74 121.88 Whirlpool WHR 5.4 dd 129.00 +5.71 1.75 10.79 3.94 AdaptiveBiotech ADPT ... dd 4.12 –0.17 ... 106.56 69.36 Amedisys AMED ... cc 92.74 –0.17 ... 22.44 7.46 Astronics ATRO ... dd 15.12 –0.15 ...
57.83 45.66 Universal UVV 7.0 10 46.04 +0.35 .80 1617.00 1276.05 WhiteMtnIns WTM .1 16 1467.91 –13.991.00 114.99 77.30 AddusHomeCare ADUS ... 24 80.94 +0.67 ... 19.08 11.04 AmerAirlines AAL ... 5 11.08 –0.64 ... 17.21 11.10 AstroNova ALOT ... cc 12.58 +0.18 ...
57.52 37.52 UniversalHealth UHT 7.7 28 37.53 –1.11 .72 10.74 8.21 WhitestoneREIT WSR 5.1 12 9.39 –0.26 .04 12.37 7.12 Adeia ADEA 2.4 dd 8.43 –0.02 .05 100.32 69.38 AEP AEP 4.5 19 73.35 –1.12 .83 5.64 1.25 AtaraBiotherap ATRA ... dd 1.37 –0.17 ...
158.57 82.50 UniversalHealthB UHS .6 13 124.68 +0.65 .20 15.32 6.99 WideOpenWest WOW ... dd 7.01 –0.09 ... 21.87 1.24 AdicetBio ACET ... dd 1.50 +0.12 ... 43.94 25.26 AmerNatlBkshrs AMNB 3.2 13 36.94 –0.94 .30 6.32 2.85 AteaPharm AVIR ... dd 2.94 –0.09 ...
20.15 8.91 UnivInsurance UVE 4.7 75 13.66 –0.06 .16 49.58 28.84 Wiley A WLY 4.5 dd 31.07 +1.72 .35 19.30 9.15 AdlaiNortye ANL ... ... 9.25 –1.45 ... 11.60 6.97 AmOutdoorBrands AOUT ... dd 9.10 –0.40 ... 4.41 1.52 AthiraPharma ATHA ... dd 1.61 –0.18 ...
8.90 5.57 UnvlTechInst UTI ... cc 7.98 –0.40 ... 49.19 28.58 Wiley B WLYB 4.5 dd 31.16 +0.44 .35 574.40 278.23 Adobe ADBE ... 49 540.96 –7.80 ... 14.22 3.76 AmerPubEduc APEI ... dd 4.65 +0.24 ... 50.15 35.26 AtlantaBravesC BATRK ... ... 35.27 –1.21 ...
52.15 36.27 UnumGroup UNM 3.0 7 48.94 –1.00.365 36.22 27.80 Williams WMB 5.1 16 34.92 –0.27.4475 3.78 1.17 AdvEmissions ADES ... dd 1.73 –0.23 ... 17.52 10.11 AmerSoftware AMSWA 3.9 35 11.33 +0.14 .11 54.94 38.18 AtlantaBravesA BATRA ... ... 38.18 –1.65 ...
17.68 12.98 UrbanEdgeProp UE 4.3 cc 14.83 –0.06 .16 164.47 109.22 Williams-Sonoma WSM 2.3 11 157.13 –4.39 .90 126.38 70.73 AdvEnergyInds AEIS .4 19 90.88 –4.38 .10 17.37 3.20 AmerSupercond AMSC ... dd 6.02 –0.31 ... 3.14 1.67 AtlanticAmerican AAME 1.1 cc 1.81 –0.05 .02
19.15 11.17 UtzBrands UTZ 2.0 cc 11.63 –0.29.057 70.53 51.74 Winnebago WGO 2.1 10 58.34 +1.55 .31 132.83 55.71 AdvMicroDevices AMD ... dd 101.81 –3.28 ... 80.27 41.17 AmericanWoodmark AMWD ... 10 67.83 –8.03 ... 11.12 9.79 AtlCoastal II A ACAB ... 66 10.60 +0.01 ...
5.31 4.32 Wipro WIT .2 18 4.61 –0.25.1225 3.55 1.13 AdvantageSolns ADV ... dd 2.49 –0.38 ... 127.96 52.24 AmerCarMart CRMT ... 45 75.10 –6.24 ... 29.81 16.47 AtlanticaSust AY 10.7 cc 16.69 –1.05.445
V 8.99 1.16 Aemetis AMTX ... dd 4.65 +0.17 ... 54.24 28.33 AmerisBancorp ABCB 1.7 8 36.19 –1.47 .15
7.55 4.89 WisdomTree WT 1.8 11 6.76 –0.07 .03 43.70 21.65 Atlanticus ATLC ... 7 29.37 +1.18 ...
113.75 30.88 Wolfspeed WOLF ... dd 31.88 –0.65 ... 30.79 10.51 AerovateTherap AVTE ... dd 11.13 +0.13 ... 4.12 2.41 AmeriServFin ASRV 4.6 15 2.60 ... .03 215.77 113.86 Atlassian TEAM ... dd 187.07 –1.24 ...
34.90 15.11 VF VFC 6.7 60 18.02 +2.57 .30 124.33 78.02 AeroVironment AVAV ... dd 116.87 +5.35 ...
18.41 7.21 WolverineWwide WWW 4.8 dd 8.36 +1.12 .10 296.67 211.71 Amgen AMGN 3.1 19 278.81 –5.29 2.13 29.40 11.02 AtourLifestyle ATAT .7 76 18.18 +0.07 .15
4.00 1.00 ViaOptronics VIAO ... dd 1.22 +0.11 ... 25.63 8.62 AffirmHldgs AFRM ... dd 18.25 +0.25 ... 14.10 9.10 AmicusTherap FOLD ... dd 10.90 +0.46 ...
26.93 19.95 WoodsideEnergy WDS 9.7 6 22.73 –0.18 .80 2.05 0.21 Atreca BCEL ... dd .27 –0.06 ...
35.07 27.45 VICI Prop VICI 6.0 13 27.51 –1.43 .415 17.17 9.66 Afya AFYA ... 21 15.41 +0.01 ... 31.38 18.51 AmkorTech AMKR 1.4 9 22.12 –0.66 .075
33.09 23.74 WooriFinl WF 8.0 3 27.69 –0.01 .316 59.61 34.90 AtriCure ATRC ... dd 35.56 –1.03 ...
11.64 4.90 Vizio VZIO ... cc 5.16 +0.15 ... 88.16 52.25 Agilysys AGYS ... cc 64.45 –2.02 ... 67.66 26.76 AmphastarPharm AMPH ... 23 44.49 –1.27 ...
116.00 62.58 Workiva WK ... dd 98.12 +0.96 ... 705.74 345.10 Atrion ATRI 2.5 23 347.10 –52.20 2.20
13.70 6.86 VOC Energy VOC 9.2 8 9.70 –0.33.225 31.87 21.06 AgiosPharm AGIO ... dd 21.38 –1.74 ... 11.98 7.27 AmtechSystems ASYS ... 31 7.78 +0.21 ...
30.65 19.78 WorldKinect WKC 2.7 11 20.38 –0.51 .14 24.98 18.80 AuburnNatlBncp AUBN 5.1 7 21.31 +0.19 .27
6.68 3.12 VTEX VTEX ... ... 5.21 +0.38 ... 4.85 2.37 Agora API ... dd 2.87 +0.26 ... 41.93 16.52 AmylyxPharm AMLX ... dd 16.84 –0.48 ...
77.42 43.13 WorthingtonInds WOR 2.1 10 60.30 –1.25 .32 21.19 8.05 AudioCodes AUDC 4.4 19 8.23 –0.65 .18
56.75 36.45 V2X VVX ... dd 50.82 –1.99 ... 28.95 18.50 AirT AIRT ... dd 22.90 +1.38 ... 200.10 137.79 AnalogDevices ADI 2.1 23 166.52 –4.55 .86
81.00 63.69 WyndhamHtls WH 1.9 22 73.66 +6.15 .35 14.38 7.90 AuraBiosciences AURA ... dd 8.40 –0.07 ...
5.73 3.51 VaalcoEnergy EGY 4.9 12 4.53 +0.36.0625 29.55 14.39 AirTransportSvcs ATSG ... 11 19.70 –0.46 ... 32.44 16.51 AnaptysBio ANAB ... dd 18.05 –0.79 ... 11.64 10.05 AuraFatProjectsA AFAR ... 57 10.76 ... ...
269.50 206.16 VailResorts MTN 3.8 33 216.01 +0.932.06 XYZ 154.95 81.91 Airbnb ABNB ... 34 116.49 –7.59 ... 15.24 5.16 AnavexLifeSci AVXL ... dd 5.20 –0.85 ... 12.43 4.07 AuriniaPharm AUPH ... dd 7.50 –0.02 ...
80.00 54.13 Valaris VAL ... 43 69.23 –4.35 ... 9.94 2.69 AirSculptTech AIRS ... dd 6.81 +0.55 ... 53.45 33.20 Andersons ANDE 1.5 20 49.26 –1.25 .185 3.92 1.10 AuroraInnov AUR ... dd 1.82 –0.03 ...
19.31 12.22 Vale VALE 5.8 5 12.41 –0.68.4056 5.00 1.62 XFinancial XYF .0 1 3.70 +0.16 .30 109.24 70.65 AkamaiTech AKAM ... 35 104.02 –2.59 ... 3.08 0.63 Anghami ANGH ... dd .96 +0.14 ... 11.57 10.07 AuroraTechA ATAK ... cc 10.91 ... ...
5.99 2.23 ValensSemicon VLN ... dd 2.45 –0.08 ... 80.42 26.16 XPO XPO ... cc 72.10 –1.83 ... 58.38 12.15 AkeroTherap AKRO ... dd 12.48 –2.15 ... 4.18 1.67 Angi ANGI ... dd 1.72 ... ... 233.69 179.61 Autodesk ADSK ... 50 202.69 –6.78 ...
152.20 104.18 ValeroEnergy VLO 3.1 5 131.18 +5.13 1.02 17.36 10.90 XeniaHotels XHR 3.4 25 11.61 +0.13 .10 14.38 3.32 Akoya AKYA ... dd 3.63 +0.05 ... 15.96 6.32 AngioDynamics ANGO ... 44 6.75 +0.18 ... 3.53 1.60 AutolusTherap AUTL ... dd 2.56 +0.21 ...
28.94 11.83 Valhi VHI 2.6 51 12.27 –0.55 .08 7.55 2.00 XinyuanRealEst XIN ... dd 2.88 –0.03 ... 67.67 44.92 Alarm.com ALRM ... 44 55.31 –2.43 ... 32.51 16.54 AnikaTherap ANIK ... dd 18.87 +0.19 ... 274.92 201.46 ADP ADP 2.1 29 241.68 –5.82 1.25
353.36 221.82 ValmontInds VMI 1.0 18 232.38 +2.37 .60 23.62 6.18 XPeng XPEV ... dd 13.42 –2.72 ... 11.28 10.17 AlchemyInv1 A ALCY ... ... 10.34 ... ... 7.65 1.57 Annexon ANNX ... dd 1.77 +0.14 ... 16.85 5.33 AvadelPharm AVDL ... dd 10.33 –0.19 ...
39.67 26.53 Valvoline VVV .0 dd 30.73 –0.85 .125 14.27 8.15 Xperi XPER ... dd 8.50 –0.21 ... 9.86 4.98 Alector ALEC ... dd 5.29 –0.71 ... 94.75 19.83 ApellisPharm APLS ... dd 46.40 –2.04 ... 30.23 19.13 Avantax AVTA ... dd 25.69 +0.02 ...
23.65 2.20 Vapotherm VAPO ... dd 2.83 +0.22 ... 33.58 13.74 XponentialFit XPOF ... dd 14.04 +0.29 ... 9.20 5.64 AlgomaSteel ASTL 3.1 22 6.52 –0.07 .05 51.69 36.62 ApogeeEnt APOG 2.3 9 42.16 –2.62 .24 2.05 0.67 AveannaHealth AVAH ... dd 1.25 +0.08 ...
14.39 9.37 VectorGroup VGR 7.5 11 10.72 –0.14 .20 118.58 89.50 Xylem XYL 1.4 49 91.81 +1.64 .33 33.20 22.58 Alico ALCO .8 dd 24.08 –0.34 .05 25.54 17.01 ApogeeTherap APGE ... ... 17.04 –2.95 ... 7.58 3.59 AvePoint AVPT ... dd 7.18 –0.07 ...
225.49 153.76 VeevaSystems VEEV ... 60 200.39 –15.72 ... 51.27 29.00 Yeti YETI ... 54 40.92 +0.03 ... 413.20 172.05 AlignTech ALGN ... 66 269.88 +3.89 ... 49.00 1.71 ApollomicsA APLM ... ... 1.75 –0.26 ... 39.80 21.15 AviatNetworks AVNW ... 27 26.29 –0.52 ...
4.13 1.11 Velo3D VLD ... dd 1.50 +0.11 ... 16.19 6.79 YPF YPF ... 3 12.29 –0.45 ... 13.92 4.88 AlignmentHlthcr ALHC ... dd 7.10 +0.48 ... 201.91 94.73 AppFolio APPF ... dd 178.11 –2.56 ... 33.41 19.78 AvidTechnology AVID ... 37 26.93 +0.03 ...
15.55 7.81 VelocityFinl VEL ... 9 10.99 –0.05 ... 5.77 3.00 Yalla YALA ... 11 5.17 +0.04 ... 2.41 0.64 AligosTherap ALGS ... dd .76 +0.02 ... 54.26 29.80 Appian APPN ... dd 41.05 –0.22 ... 25.74 5.35 AvidityBio RNA ... dd 5.39 –0.79 ...
53.15 35.89 Ventas VTR 4.3 cc 41.83 –1.60 .45 1.82 0.82 YatsenHolding YSG ... dd .93 –0.09 ... 5.71 1.30 AlimeraSciences ALIM ... dd 3.05 +0.42 ... 198.23 124.17 Apple AAPL .6 29 172.88 –5.97 .24 12.75 7.02 AvidXchange AVDX ... dd 8.93 –0.07 ...
89.00 68.90 Veralto VLTO ... 20 69.93 –1.92 ... 47.59 25.30 Yelp YELP ... 71 42.19 +0.20 ... 18.93 10.70 AlkamiTech ALKT ... dd 18.05 +1.36 ... 11.62 1.45 AppliedDigital APLD ... dd 4.69 –0.44 ... 251.26 153.55 AvisBudget CAR ... 3 173.94 +0.39 ...
18.98 13.26 VerisResidential VRE 1.2 dd 16.03 +0.24 .05 14.35 4.60 Yext YEXT ... dd 5.95 +0.08 ... 33.71 21.76 Alkermes ALKS ... 48 27.02 –0.71 ... 155.26 78.13 ApplMaterials AMAT 1.0 18 134.12 –7.02 .32 51.65 38.23 Avnet AVT 2.7 6 46.60 –0.64 .31
169.85 101.50 Veritiv VRTV 1.5 8 169.20 +0.29 .63 3.85 0.78 YirenDigital YRD ... 1 2.20 –0.12 ... 8.73 1.80 Allakos ALLK ... dd 1.82 –0.18 ... 16.26 1.60 AppliedOptoelec AAOI ... dd 6.91 –0.64 ... 2.01 1.18 Aware AWRE ... dd 1.22 –0.15 ...
3.58 0.88 Allbirds BIRD ... dd .92 +0.02 ... 3.11 0.63 AppliedTherap APLT ... dd 2.50 +0.08 ... 201.00 52.82 AxcelisTechs ACLS ... 23 144.59 –15.78 ...
42.58 30.14 Verizon VZ 8.4 6 31.57 +0.90.665 10.00 3.03 Youdao DAO ... dd 3.79 –0.15 ...
130.93 62.94 AllegiantTravel ALGT 3.3 9 73.31 +0.55 .60 44.89 9.14 Applovin APP ... cc 37.58 –0.94 ... 41.25 2.59 AxcellaHealth AXLA ... dd 7.86 –1.67 ...
25.12 10.75 VermilionEnergy VET 1.7 2 15.20 +0.27.0734 143.25 107.70 Yum!Brands YUM 2.0 24 119.95 +3.07.605
53.05 20.76 AllegroMicro ALGM ... 24 28.85 –0.67 ... 13.40 0.14 Appreciate SFR ... dd .16 –0.02 ... 229.95 124.11 AxonEnterprise AXON ... cc 210.86 –4.57 ...
7.40 1.00 VerticalAerospace EVTL ... dd 1.09 –0.04 ... 64.70 38.59 YumChina YUMC 1.0 29 51.48 –2.26 .13
25.47 17.05 AllianceResource ARLP11.8 4 23.71 +0.61 .70 11.04 9.86 APxAcqnI A APXI ... 83 11.00 ... ... 75.14 47.59 Axonics AXNX ... dd 52.63 –0.37 ...
43.13 11.95 Vertiv VRT .0 79 36.74 –2.36 .01 29.38 8.47 ZimIntShipping ZIM 110.4 1 8.47 –1.296.40 7.97 1.31 ApyxMedical APYX ... dd 2.48 +0.13 ...
57.52 45.15 AlliantEnergy LNT 3.7 19 48.82 –0.93.4525 91.29 38.87 AxsomeTherap AXSM ... dd 64.25 –2.22 ...
20.25 13.83 Vestis VSTS ... ... 14.51 +0.01 ... 30.05 16.27 ZTO Express ZTO .0 16 23.61 –0.54 .37 2.69 0.72 AquestiveTherap AQST ... dd 1.54 ... ...
44.88 28.09 Allient ALNT .4 20 28.25 –0.34 .03 63.60 36.01 Azenta AZTA ... dd 49.61 –0.42 ...
38.69 17.10 Viad VVI ... 97 24.72 –0.59 ... 10.78 9.88 ZalatorisAcqn TCOA ... 83 10.59 +0.06 ... 2.46 0.11 Aravive ARAV ... dd .19 +0.04 ...
11.10 2.88 AllogeneTherap ALLO ... dd 3.00 –0.19 ...
3.99 0.38 VicariousSurgical RBOT ... dd .38 –0.05 ... 2.19 1.04 ZeppHealth ZEPP ... dd 1.05 –0.10 ... 3.15 1.71 ArbutusBiopharma ABUS ... dd 1.74 –0.12 ... B
4.69 1.88 Allot ALLT ... dd 1.97 –0.18 ...
48.16 13.62 Victoria'sSecret VSCO ... 8 19.45 +4.00 ... 11.28 7.13 ZetaGlobal ZETA ... dd 8.38 –0.16 ... 8.95 1.50 AlloVir ALVR ... dd 1.51 –0.21 ... 122.86 68.00 ArcBest ARCB .5 14 94.52 –1.38 .12 20.22 9.97 BCB Bancorp BCBP 6.0 5 10.63 –0.27 .16
8.50 1.25 VinceHolding VNCE ... 1 1.30 –0.09 ... 5.24 1.82 ZeviaPBC ZVIA ... dd 1.93 +0.01 ... 242.97 159.47 AlnylamPharm ALNY ... dd 161.79 –6.33 ... 48.92 17.87 Arcellx ACLX ... dd 33.33 +0.20 ... 6.12 3.51 BGC BGC .7 54 5.83 +0.02 .01
19.13 6.36 Vipshop VIPS ... 8 14.65 –0.79 ... 2.11 0.89 Zhihu ZH ... dd 1.02 +0.01 ... 87.51 47.38 ArchCapital ACGL ... 14 82.76 –1.40 ... 37.83 21.64 BJsRestaurants BJRI ... 32 24.04 +1.77 ...
6.61 1.53 VirginGalactic SPCE ... dd 1.64 ... ... 149.25 102.00 ZimmerBiomet ZBH .9 43 104.56 +0.26 .24 17.60 0.64 Arcimoto FUV ... dd .65 –0.08 ... 110.85 72.80 BOK Fin BOKF 3.0 8 72.90 –2.02 .54
2.68 0.22 VirnetX VHC .0 dd .25 –0.0220.00 24.05 10.40 ZipRecruiter ZIP ... 20 10.62 –0.08 ... Nasdaq Issues includes stocks traded on the Nasdaq 14.22 7.85 ArcoPlatform ARCE ... dd 13.84 +0.03 ... 32.12 19.26 BRP Group BRP ... dd 20.67 –1.54 ...
250.06 185.05 Visa V .8 30 233.38 –4.29 .45 194.99 124.15 Zoetis ZTS .9 35 167.09 –7.29 .375 Global Select and Nasdaq Global Market tiers. They are 37.75 13.83 ArcturusTherap ARCT ... 7 20.18 –2.74 ... 92.74 58.71 BRP DOOO .7 8 70.47 –5.24 .132
eligible for inclusion on the basis of SEC-approved
30.10 19.52 Vishay VSH 1.7 8 23.00 –0.67 .10 12.12 5.45 Zuora ZUO ... dd 7.63 –0.04 ... market value of publicly-held shares, trading volume, 20.11 2.16 ArcutisBiotherap ARQT ... dd 2.47 –1.42 ... 60.72 24.95 B RileyFin RILY 10.5 25 38.02 –1.78 1.00
45.69 31.03 VishayPrecision VPG ... 13 31.83 +0.65 ... 30.87 19.29 ZurnElkayWater ZWS 1.3 94 25.59 –0.94 .08 price and number of market-makers. 5.13 1.16 Ardelyx ARDX ... dd 3.56 +0.23 ... 8.19 3.50 Backblaze BLZE ... dd 4.97 –0.21 ...
D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
160.88 73.58 Baidu BIDU ... 17 106.46 –18.72 ... 255.85 138.76 CadenceDesign CDNS ... 73 238.64 –11.61 ... 3.51 1.07 CognitionTherap CGTX ... dd 1.29 +0.17 ... 196.00 154.24 DiamondHillInvt DHIL 3.8 10 158.50 –2.03 1.50 13.49 7.80 Evotec EVO ... dd 8.95 –0.01 ...
13.58 3.05 Baijiayun RTC ... ... 3.15 –0.07 ... 60.27 36.52 CaesarsEnt CZR ... 13 41.34 –1.04 ... 72.71 51.33 CognizantTech CTSH 1.8 15 65.74 –0.04 .29 171.40 119.01 DiamondbkEner FANG 2.0 9 166.48 –0.09 .84 4.20 1.33 Exagen XGN ... dd 1.62 –0.26 ...
37.58 25.73 BakerHughes BKR 2.3 31 34.84 –0.01 .20 9.77 3.51 Caesarstone CSTE ... dd 3.87 –0.14 ... 6.23 2.31 CognyteSoftware CGNT ... dd 4.60 –0.13 ... 43.68 24.03 DigiIntl DGII ... 31 25.26 +1.09 ... 11.10 10.04 ExcelFinAcqnA XFIN ... dd 10.66 +0.03 ...
143.88 116.68 Balchem BCPC .6 40 122.47 –2.53 .71 65.32 42.25 Cal-MaineFoods CALM .1 4 45.88 –3.68.006 10.99 3.14 CoherusBioSci CHRS ... dd 3.54 –0.27 ... 38.35 14.63 Digimarc DMRC ... dd 27.16 –1.09 ... 22.80 15.32 Exelixis EXEL ... 42 21.11 –0.25 ...
7.10 3.17 BallardPower BLDP ... dd 3.33 –0.31 ... 5.36 0.23 CalAmp CAMP ... dd .25 +0.02 ... 43.99 28.23 Cohu COHU ... 22 32.76 –1.93 ... 12.00 10.38 DigitalHealth DHAC ... dd 11.84 –0.11 ... 44.37 35.45 Exelon EXC 3.7 18 39.30 –0.65 .36
104.00 68.44 BancFirst BANF 2.1 13 83.61 +0.90 .43 38.97 22.64 CalavoGrowers CVGW 1.6 dd 25.44 +0.83 .10 114.43 31.55 CoinbaseGlbl COIN ... dd 74.66 +1.23 ... 29.80 12.34 DigitalWorldA DWAC ... dd 15.06 –0.46 ... 38.24 26.71 ExlService EXLS ... 26 26.75 –2.37 ...
29.07 9.74 Bandwidth BAND ... dd 9.92 –0.63 ... 26.17 12.78 CaliforniaBncp CALB ... 7 20.06 –0.22 ... 30.22 16.66 CollegiumPharm COLL ... dd 21.47 –0.43 ... 36.51 15.57 DimeCommBcshs DCOM 5.5 6 18.15 –1.52 .25 25.39 9.96 eXpWorld EXPI 1.5 cc 13.42 –0.87 .05
49.52 30.72 BankOZK OZK 4.2 6 35.60 –0.63 .37 25.64 11.81 CalliditasTherap CALT ... dd 17.45 +0.10 ... 129.95 84.16 ColliersIntl CIGI .3 cc 87.13 –4.29 .15 97.45 67.33 Diodes DIOD ... 10 74.85 –2.69 ... 124.95 82.39 Expedia EXPE ... 17 93.65 –5.51 ...
30.86 21.67 Bank7 BSVN 3.8 6 22.16 –0.12 .21 20.50 12.50 CalumetSpecialty CLMT ... dd 16.73 –0.36 ... 13.97 4.27 Collplant CLGN ... dd 5.14 –0.03 ... 57.70 11.80 DiscMedicine IRON ... dd 43.06 –3.82 ... 128.04 89.72 ExpeditorsIntl EXPD 1.2 17 115.20 –1.25 .69
10.60 7.17 BankFinancial BFIN 4.7 9 8.51 –0.08 .10 24.19 4.42 CambiumNtwks CMBM ... 6 4.66 –0.40 ... 14.27 8.59 ColonyBankcorp CBAN 4.5 8 9.76 –0.09 .11 11.17 10.15 DistokenAcqn DIST ... cc 10.54 +0.01 ... 13.86 2.81 Expensify EXFY ... dd 2.83 –0.10 ...
31.61 21.22 BankwellFinl BWFG 3.4 5 23.70 –0.69 .20 44.49 26.75 CamdenNational CAC 6.2 7 27.09 +0.27 .42 35.53 17.54 ColumbiaBanking COLB 7.6 9 18.85 –0.76 .36 0.49 0.10 DistokenAcqnRt DISTR ... ... .22 +0.02 ... 112.75 84.03 Exponent EXPO 1.2 44 86.02 –1.85 .26
75.72 40.59 Banner BANR 4.7 7 40.80 –2.37 .48 65.13 20.83 Camtek CAMT ... 32 52.22 –7.69 ... 22.31 14.11 ColumbiaFinl CLBK ... 26 15.59 ... ... 32.87 13.31 DistributionSoln DSGR ... 50 29.01 –2.66 ... 11.52 4.09 Exscientia EXAI ... dd 5.05 –0.78 ...
8.62 2.71 Baozun BZUN ... dd 2.73 –0.34 ... 3.98 1.64 Canaan CAN ... dd 1.69 –0.11 ... 98.32 69.54 ColumbiaSportswr COLM 1.7 15 71.33 –0.44 .30 3.30 0.61 DiversifiedHlthcr DHC 2.2 dd 1.78 –0.10 .01 32.73 14.38 ExtremeNetworks EXTR ... 36 20.88 –2.04 ...
100.85 76.22 BarrettBus BBSI 1.3 13 89.78 –3.11 .30 45.29 20.25 CanadianSolar CSIQ ... 4 20.68 –1.64 ... 42.87 25.16 ColumbusMcKinn CMCO .9 19 32.18 –1.78 .07 1.36 0.46 DixieGroup DXYN ... dd .58 +0.01 ... 15.63 2.19 EyePointPharm EYPT ... dd 7.49 –0.61 ...
19.99 13.30 BassettFurniture BSET 4.7 21 15.20 +0.14 .18 3.06 0.82 CandelTherap CADL ... dd .90 ... ... 47.46 30.04 Comcast A CMCSA 2.7 27 42.86 –0.95 .29 24.65 9.03 dLocal DLO ... 42 18.02 –0.32 ... 10.68 7.05 Ezcorp EZPW ... 20 7.98 –0.08 ...
21.07 15.02 BayCom BCML 1.8 9 19.95 +0.24 .10 4.77 0.35 CanopyGrowth CGC ... dd .51 –0.19 ... 72.60 45.16 CommerceBcshrs CBSH 2.4 11 45.31 –1.99 .27 46.52 23.40 Docebo DCBO ... cc 39.48 –1.20 ... F
87.46 50.42 BeaconRoof BECN ... 14 71.19 –1.64 ... 8.29 2.77 Cantaloupe CTLP ... ... 6.49 –0.43 ... 11.96 4.05 CommVehicle CVGI ... dd 6.90 –0.30 ... 69.45 39.57 DocuSign DOCU ... dd 40.27 –0.30 ...
54.30 16.95 BeamTherap BEAM ... dd 17.69 –4.57 ... 31.60 18.00 CanterburyPark CPHC 1.4 8 19.95 –0.34 .07 13.73 2.24 CommScope COMM ... dd 2.36 ... ... 170.36 102.77 DollarTree DLTR ... 20 110.53 +2.59 ... 36.74 10.30 FARO Tech FARO ... dd 13.20 –0.48 ...
1.39 0.74 BeasleyBroadcast BBGI ... dd .79 –0.01 ... 25.20 15.32 CapitalBancorp CBNK 1.3 7 19.48 –0.19 .08 48.05 32.68 CmntyTrBcp CTBI 5.0 8 36.50 +2.08 .46 20.18 8.53 Domo DOMO ... dd 8.56 –0.28 ... 167.89 127.05 F5 FFIV ... 27 148.36 –2.15 ...
280.62 142.02 BeiGene BGNE ... dd 165.21 –13.58 ... 36.86 28.03 CapitalCityBank CCBG 2.7 10 29.40 +0.21 .20 15.23 10.38 CommWestBcshs CWBC 2.5 10 12.68 +0.48 .08 15.76 13.47 DonegalGroup A DGICA 4.8 cc 14.14 +0.02 .17 3.18 1.18 FGFinancial FGF ... 2 1.35 –0.04 ...
69.21 29.25 BelFuse A BELFA .6 8 39.69 –5.78 .06 16.10 11.93 CapitalProduct CPLP 4.3 3 13.90 –0.44 .15 78.80 53.20 CommVaultSys CVLT ... dd 66.25 –0.67 ... 20.18 12.55 DonegalGroup B DGICB 4.4 cc 13.80 +0.01.1525 4.06 0.15 FLJ FLJ ... 0 .29 +0.06 ...
63.18 27.63 BelFuse B BELFB .7 7 40.83 –4.96 .07 23.35 16.34 CapitalSouthwest CSWC10.1 14 21.34 –0.55 .06 12.00 9.83 CompassDigitalAcqn CDAQ ... 37 10.48 –0.05 ... 92.61 41.37 DoorDash DASH ... dd 73.07 –2.30 ... 61.81 52.45 FRP Holdings FRPH ... cc 54.12 –1.16 ...
16.50 0.64 Beneficient BENF ... dd .68 –0.46 ... 11.77 9.90 CapitalworksEMA CMCA ... 64 10.75 –0.03 ... 16.00 1.05 CompleteSolaria CSLR ... dd 1.17 –0.20 ... 33.18 26.50 DorchesterMnls DMLP12.8 10 28.87 –0.16.6768 10.66 9.87 FTACEmeraldA EMLD ... ... 10.48 +0.01 ...
55.37 31.75 BentleySystems BSY .4 cc 50.02 –2.36 .05 8.93 4.35 CapitolFedFin CFFN 7.8 10 4.36 –0.12 .085 7.90 4.26 CompoSecure CMPO ... 10 6.14 –0.11 ... 102.25 73.12 DormanProducts DORM ... 27 73.20 –3.35 ... 37.98 14.56 FTAI Aviation FTAI ... 51 33.54 –0.33 ...
10.74 6.23 Berry(bry) BRY 5.7 2 8.46 +0.06 .02 19.17 11.22 CapStarFin CSTR 3.0 10 14.63 –0.09 .11 32.91 13.63 ComputerPrograms CPSI ... 41 13.93 –0.42 ... 11.09 6.95 DoubleDown DDI ... dd 7.96 +0.48 ... 3.75 2.35 FTAI Infra FIP 3.9 dd 3.11 –0.02 .03
62.91 0.34 BetterHome&Fin BETR ... 3 .42 +0.02 ... 12.81 1.27 CaraTherap CARA ... dd 1.29 –0.13 ... 10.45 6.05 ComputerTask CTG ... 63 10.41 +0.01 ... 2.12 0.90 DouYuIntl DOYU ... 32 .91 –0.03 ... 3.87 1.07 FTC Solar FTCI ... dd 1.22 –0.09 ...
22.87 6.79 BeyondMeat BYND ... dd 6.84 –1.81 ... 19.57 2.57 Cardlytics CDLX ... dd 11.68 +0.64 ... 1.71 0.48 comScore SCOR ... dd .60 +0.02 ... 34.49 10.69 DraftKings DKNG ... dd 27.07 –1.48 ... 44.00 7.17 Falcon'sBeyondGlbl FBYD ... dd 17.27 +5.68 ...
33.49 16.74 BicycleTherap BCYC ... dd 17.12 –3.10 ... 4.51 1.01 Carecloud CCLD ... dd 1.03 –0.07 ... 16.87 7.91 ComtechTel CMTL 3.7 dd 10.69 +0.32 .10 28.75 1.08 DragonflyEnergy DFLI ... dd 1.11 –0.26 ... 32.70 0.66 FangddNetwork DUO ... ... .76 +0.06 ...
13.90 6.77 Big5SportingGds BGFV13.1 21 7.64 +0.34 .25 20.71 4.94 CareDx CDNA ... dd 5.31 –0.34 ... 151.82 70.58 Concentrix CNXC 1.5 11 76.82 –2.33.3025 32.97 11.05 DrivenBrands DRVN ... 14 11.31 +0.06 ... 9.54 4.35 Fanhua FANH ... 11 7.07 –0.20 ...
15.68 6.81 BigCommerce BIGC ... dd 9.45 +0.51 ... 7.37 1.83 CareMax CMAX ... dd 2.28 –0.38 ... 4.95 2.70 Conduent CNDT ... dd 3.12 –0.17 ... 28.68 18.71 Dropbox DBX ... 18 26.69 –0.95 ... 6.83 1.75 FarmerBros FARM ... dd 2.82 +0.54 ...
29.46 8.23 Bilibili BILI ... dd 12.51 –1.15 ... 24.22 9.14 CarGurus CARG ... 7 17.84 +0.47 ... 25.00 1.46 ConduitPharm CDT ... 66 1.46 –0.30 ... 9.23 5.11 DuluthHoldings DLTH ... dd 5.31 –0.05 ... 60.93 45.10 Fastenal FAST 2.4 29 57.61 –2.51 .35
90.63 63.21 Bio-Techne TECH .5 36 64.07 –3.72 .08 10.67 3.78 CaribouBio CRBU ... dd 3.91 –0.28 ... 41.22 16.60 Confluent CFLT ... dd 28.62 –0.70 ... 179.84 64.73 Duolingo DUOL ... dd 153.63 –6.47 ... 12.89 10.00 FatProjectsAcqn FATP ... dd 11.05 –0.06 ...
11.73 1.50 BioAtla BCAB ... dd 1.60 –0.05 ... 13.00 2.75 CarismaTherap CARM ... dd 2.83 –0.59 ... 2.08 1.07 Conifer CNFR ... dd 1.29 +0.06 ... 15.12 9.42 DynavaxTechs DVAX ... 20 14.12 –0.12 ... 23.96 1.66 FateTherap FATE ... dd 2.00 +0.30 ...
15.00 9.76 BioceresCrop BIOX ... 36 10.60 –0.01 ... 38.32 25.20 Carlyle CG 5.0 25 27.73 –1.51 .35 1.58 0.53 ConnectBiopharma CNTB ... dd 1.09 +0.22 ... 15.60 7.18 DyneTherap DYN ... dd 7.25 –0.91 ... 11.99 9.98 FeutuneLightA FLFV ... 80 10.71 +0.01 ...
14.27 5.55 BioCryst BCRX ... dd 5.88 –0.06 ... 15.89 12.03 CarlyleSecured CGBD10.6 10 13.93 –0.35 .07 26.55 13.11 ConnectOneBncp CNOB 4.0 7 16.81 –0.49 .17 25.69 0.54 FibroGen FGEN ... dd .55 –0.05 ...
E 52.90 35.51 FidelityD&D FDBC 3.2 9 45.22 +1.22 .36
2.53 0.96 Biodesix BDSX ... dd 1.71 +0.18 ... 7.44 3.43 CarParts.com PRTS ... dd 3.51 –0.31 ... 11.69 3.06 Conn's CONN ... dd 3.19 –0.08 ...
319.76 248.41 Biogen BIIB ... 14 257.45 –4.81 ... 7.75 1.31 CarrolsRestr TAST ... dd 5.41 +0.07 ... 65.68 22.25 ConsensusCloud CCSI ... 7 22.50 –1.37 ... 11.32 3.02 ECARX ECX ... dd 3.64 –0.19 ... 9.28 6.00 FiestaRestaurant FRGI ... dd 8.49 +0.02 ...
117.77 80.53 BioMarinPharm BMRN ... cc 82.11 –4.23 ... 18.84 10.72 CarterBkshrs CARE ... 5 10.96 +0.08 ... 5.55 2.10 ConsldComm CNSL ... dd 4.11 +0.58 ... 12.65 5.78 EDAP TMS EDAP ... dd 6.75 –0.22 ... 38.06 22.11 FifthThirdBncp FITB 6.0 7 23.29 –0.98 .35
43.69 6.04 BiomeaFusion BMEA ... dd 10.83 +0.19 ... 11.92 10.05 CartesianGrwIIA RENE ... 24 10.85 +0.04 ... 31.85 13.38 ConsldWater CWCO 1.3 35 28.50 –1.50 .095 0.28 0.03 EFHuttonAcqnIRt EFHTR ... ... .20 ... ... 26.86 13.84 FinInstitutions FISI 7.6 5 15.75 –0.71 .30
10.90 0.93 Bionomics BNOX ... dd 3.81 –0.07 ... 12.67 10.16 CarticaAcqnA CITE ... 36 10.78 +0.01 ... 118.65 71.16 ConstellationEner CEG 1.0 47 112.10 –1.59 .282 11.37 9.98 EFHuttonAcqnI EFHT ... cc 10.70 +0.05 ... 47.40 4.01 FinchTherap FNCH ... dd 4.01 –0.47 ...
188.99 90.15 BioNTech BNTX ... 5 90.91 –12.67 ... 3.97 0.49 CasaSystems CASA ... dd .70 +0.06 ... 40.76 24.12 ConstructionPtrs ROAD ... 64 38.18 –0.82 ... 12.31 10.19 EsgenAcqnA ESAC ... dd 11.38 +0.18 ... 11.50 10.10 FinnovateAcqnA FNVT ... 82 10.92 ... ...
11.25 1.76 BioraTherap BIOR ... dd 2.62 +0.79 ... 95.78 72.33 CasellaWaste CWST ... 98 75.90 –1.34 ... 13.75 4.91 ConsumerPtfo CPSS ... 3 8.50 –0.45 ... 24.72 0.45 ESGL ESGL ... dd .60 +0.09 ... 11.00 10.06 FintechEcoA FEXD ... cc 10.70 +0.06 ...
8.22 2.75 Biote BTMD ... dd 5.12 –0.10 ... 284.18 202.13 CaseysGenStores CASY .7 21 261.98 –4.50 .43 32.10 3.82 ContextLogic WISH ... dd 3.89 –0.37 ... 10.14 10.05 ESH Acqn A ESHA ... ... 10.12 –0.01 ... 0.98 0.08 FintechEcoRt FEXDR ... ... .11 +0.01 ...
8.29 0.80 Bioventus BVS ... dd 3.03 +0.14 ... 51.48 35.05 CassInfoSys CASS 3.3 16 36.53 +0.03 .30 399.62 250.58 Cooper COO .0 59 324.47 –1.07 .03 1.35 0.13 ESH Acqn Rt ESHAR ... ... .16 +0.01 ... 10.55 7.61 FinWiseBancorp FINW ... 6 8.70 –0.10 ...
2.16 0.38 Bitfarms BITF ... dd 1.02 +0.07 ... 29.59 9.26 CastleBiosci CSTL ... dd 12.80 +0.42 ... 47.39 26.88 Copart CPRT ... 34 43.69 –2.06 ... 21.80 12.79 ESSA Bancorp ESSA 4.1 7 14.52 –0.63 .15 15.89 10.07 FirstAdvantage FA .0 40 13.16 –0.71 1.50
6.85 1.22 BlackDiamond BDTX ... dd 2.10 –0.19 ... 47.30 27.24 CathayGenBncp CATY 4.1 6 33.36 –0.89 .34 6.09 2.71 CorMedix CRMD ... dd 3.16 –0.18 ... 19.59 11.48 EagleBncpMT EBMT 4.8 8 11.61 –0.03 .14 49.00 26.26 FirstBancorpNC FBNC 3.2 8 27.09 –0.21 .22
40.85 12.36 EaglePharm EGRX ... 15 13.40 –0.03 ... 32.05 22.39 FirstBancorp FNLC 6.1 8 22.79 –0.44 .35
78.71 51.18 Blackbaud BLKB ... dd 68.71 –0.45 ... 318.00 193.91 CavcoIndustries CVCO ... 10 255.86 –6.08 ... 20.72 11.45 CorsairGaming CRSR ... cc 12.98 –0.55 ...
77.90 48.22 BlackLine BL ... cc 53.70 +1.18 ... 16.98 8.41 CECO Env CECO ... 35 15.75 –0.25 ... 228.94 136.22 Corvel CRVL ... 50 198.86 –3.97 ... 16.80 1.80 Eargo EAR ... dd 1.89 –0.05 ... 35.90 22.82 FirstBancshares FBMS 3.6 10 25.78 –0.71 .23
3.95 3.03 BlackRockCapInvt BKCC11.9 23 3.37 –0.03 .10 8.29 3.96 CellebriteDI CLBT ... dd 6.95 –0.07 ... 4.19 0.61 CorvusPharm CRVS ... dd 1.24 –0.17 ... 80.98 33.86 EastWestBncp EWBC 3.7 6 51.48 +0.96 .48 16.23 8.59 FirstBank FRBA 2.2 7 11.15 –0.11 .06
13.65 9.60 BlkRkTCPCap TCPC12.6 36 10.77 +0.17 .10 4.04 1.21 Cellectis CLLS ... dd 1.21 –0.17 ... 92.36 65.12 CoStar CSGP ... 78 73.84 –6.46 ... 21.52 9.93 EasternBankshares EBC 3.5 dd 11.51 –0.25 .10 27.98 16.26 FirstBusey BUSE 5.1 8 18.98 –0.10 .24
12.80 10.10 BlockchainCoinIA BCSA ... cc 10.88 +0.03 ... 8.65 3.00 CentessaPharm CNTA ... dd 6.83 +0.82 ... 577.30 447.90 Costco COST .7 39 552.93 –13.91 1.02 24.35 15.30 Eastern EML 2.7 15 16.52 –0.99 .11 39.88 24.57 FirstBusFinSvcs FBIZ 3.1 7 29.40 –0.85.2275
28.67 19.97 Bloomin'Brands BLMN 4.1 9 23.49 +0.64 .24 2.52 0.61 Centogene CNTG ... ... 1.02 –0.03 ... 22.50 10.19 Couchbase BASE ... dd 14.92 –0.13 ... 12.60 2.52 EbangIntl EBON ... dd 6.89 +0.01 ... 1512.07 505.84 FirstCitizBcshA FCNCA .2 2 1308.66 –42.62 .75
33.36 4.70 BlueApron APRN ... dd 12.92 –0.01 ... 48.48 35.60 CentralGarden CENT ... 20 44.12 +0.44 ... 57.57 29.01 CovenantLogist CVLG 1.0 7 42.80 –0.66 .11 52.23 37.08 eBay EBAY 2.5 16 40.76 –1.03 .25 39.39 22.55 FirstCommBkshs FCBC 3.8 11 30.38 +0.03 .29
28.80 7.24 BlueBird BLBD ... dd 18.43 +0.46 ... 45.93 33.77 CentralGardenA CENTA ... 18 39.84 +0.28 ... 121.17 62.69 CrackerBarrel CBRL 7.7 15 67.97 +0.32 1.30 32.87 5.42 Ebix EBIX 5.2 5 5.75 –0.74 .075 26.72 17.99 FirstFinBncpOH FFBC 4.8 7 19.12 –0.11 .23
13.17 7.82 BlueFoundryBncp BLFY ... dd 7.83 –0.06 ... 12.97 5.94 CenturyAluminum CENX ... dd 6.07 –0.44 ... 6.84 3.89 CreativeMedia CMCT 8.0 dd 4.24 +0.17 .085 24.80 13.95 EchoStar SATS ... 10 14.13 –0.38 ... 42.90 23.10 FirstFinBkshs FFIN 3.1 16 23.13 –0.78 .18
11.42 10.07 BlueOceanA BOCN ... 47 10.80 +0.03 ... 11.95 1.45 CenturyTherap IPSC ... dd 1.48 –0.16 ... 576.05 358.00 CreditAcceptance CACC ... 16 415.51 –7.42 ... 11.48 5.49 EdgewiseTherap EWTX ... dd 6.83 +0.12 ... 49.90 31.00 FirstFinIN THFF 3.4 6 31.83 –1.25 .54
0.73 0.02 BlueWorldRt BWAQR ... ... .17 +0.02 ... 2.38 1.55 Ceragon CRNT ... cc 1.62 –0.03 ... 19.46 7.20 CredoTech CRDO ... dd 14.29 –1.27 ... 14.23 6.28 EditasMedicine EDIT ... dd 6.29 –0.76 ... 15.68 9.70 FirstFinNW FFNW 4.6 10 11.36 –0.75 .13
8.58 2.52 bluebirdbio BLUE ... dd 2.86 +0.20 ... 36.79 12.82 Cerence CRNC ... dd 16.79 –0.68 ... 17.55 12.55 CrescentCapBDC CCAP10.2 19 16.05 –0.49 .41 4.00 1.00 EducDev EDUC ... dd 1.06 –0.10 ... 25.19 10.50 FirstGuarBcshs FGBI 6.1 7 10.55 +0.02 .16
68.00 37.82 BlueprintMed BPMC ... dd 46.22 –2.71 ... 24.96 10.60 Certara CERT ... cc 13.51 –0.23 ... 9.59 4.79 Cresud CRESY .0 11 7.95 +0.39.1326 25.78 3.32 EHang EH ... dd 16.63 –3.67 ... 28.28 15.08 FirstHawaiian FHB 6.0 8 17.26 –0.66 .26
2.03 0.89 BoltBiotherap BOLT ... dd 1.03 +0.07 ... 4.25 1.21 Cerus CERS ... dd 1.27 –0.02 ... 17.89 7.15 Cricut CRCT .0 37 8.13 –0.15 1.00 10.57 2.67 eHealth EHTH ... dd 8.19 ... ... 28.18 9.68 FirstInternetBncp INBK 1.6 9 15.28 –1.90 .06
3251.71 1760.02 Booking BKNG ... 24 2756.64 –193.44 ... 10.99 9.65 ChainBridgeIA CBRG ... 29 10.77 +0.01 ... 31.00 15.23 CrineticsPharm CRNX ... dd 29.50 +0.39 ... 5.51 0.23 EigerBioPharma EIGR ... dd .32 +0.07 ... 46.34 21.03 FirstInterBanc FIBK 8.5 8 22.22 –0.76 .47
10.31 10.10 BowenAcqn BOWN ... ... 10.21 –0.04 ... 38.37 22.62 ChampionX CHX 1.0 27 33.61 +0.01 .085 36.76 22.54 Criteo CRTO ... cc 28.79 +0.56 ... 6.49 2.15 8x8 EGHT ... dd 2.24 –0.14 ... 45.04 24.52 FirstMerchants FRME 5.1 6 26.71 –0.59 .34
36.36 14.00 BowmanConsult BWMN ... cc 27.00 +0.84 ... 3.00 0.36 ChargeEnt CRGE ... dd .37 –0.03 ... 12.09 9.92 CrixusBH3 A BHAC ... 32 10.43 –0.03 ... 22.93 6.63 89bio ETNB ... dd 6.84 –0.78 ... 37.22 21.77 FirstMidBcshs FMBH 3.5 7 26.57 –0.32 .23
5.80 2.89 BraggGaming BRAG ... dd 4.50 –0.06 ... 458.30 302.21 CharterComms CHTR ... 14 429.65 –19.62 ... 151.32 66.60 Crocs CROX ... 8 85.56 +2.83 ... 13.00 8.21 ElPolloLoco LOCO .0 13 8.25 +0.04 1.50 15.99 9.94 FirstNWBncp FNWB 2.2 7 12.46 –0.18 .07
4.85 1.38 Brainsway BWAY ... dd 3.46 –0.10 ... 138.64 111.58 CheckPoint CHKP ... 20 134.65 +0.34 ... 3.62 1.64 Cronos CRON ... dd 1.73 –0.16 ... 225.22 162.01 ElbitSystems ESLT 1.0 32 191.49 –20.37 .50 232.00 116.77 FirstSolar FSLR ... cc 150.77 +2.85 ...
50.13 22.54 Braze BRZE ... dd 43.79 –1.82 ... 41.28 28.58 Cheesecake CAKE 3.5 23 30.81 +1.82 .27 40.12 20.50 CrossCtyHlthcr CCRN ... 7 22.58 –0.42 ... 140.30 108.53 ElectronicArts EA .6 39 127.44 –3.85 .19 59.94 38.77 1stSource SRCE 2.9 9 43.82 +2.01 .32
36.36 6.64 BridgeBioPharma BBIO ... dd 24.57 –1.51 ... 39.54 17.56 ChefsWarehouse CHEF ... 43 19.17 +0.07 ... 14.66 9.29 CrossFirstBkshs CFB ... 8 10.57 +0.71 ... 5.89 0.51 ElevationOnc ELEV ... dd .64 –0.03 ... 20.94 12.56 FirstUnited FUNC 4.9 5 16.35 +0.05 .20
25.90 3.26 BridgerAerospace BAER ... dd 4.00 –3.16 ... 53.43 33.72 ChemungFinl CHMG 3.1 7 40.29 –0.10 .31 191.99 92.25 CrowdStrike CRWD ... dd 178.76 –6.96 ... 24.39 4.60 ElicioTherap ELTX ... dd 6.06 –0.46 ... 20.31 12.75 FirstWatchRest FWRG ... 63 17.46 +1.09 ...
14.51 10.03 BridgfordFoods BRID ... 22 10.89 –0.07 ... 11.49 10.14 ChengheAcqnA CHEA ... 54 10.87 +0.02 ... 4.38 0.31 CueHealth HLTH ... dd .36 –0.05 ... 4.75 2.21 EliemTherap ELYM ... dd 2.67 +0.06 ... 30.70 13.00 FirstWesternFin MYFW ... 11 15.39 –2.01 ...
7.39 2.87 Brightcove BCOV ... dd 2.94 –0.09 ... 107.31 69.68 ChesapeakeEner CHK 2.5 2 88.02 –0.90 .575 13.99 7.78 CullinanOncology CGEM ... dd 8.73 –0.07 ... 36.64 12.72 Embecta EMBC 3.9 19 15.50 +0.20 .15 106.74 81.20 FirstCash FCFS 1.4 20 101.77 +2.12 .35
60.54 39.24 BrighthouseFin BHF ... dd 46.19 –1.40 ... 16.50 12.91 ChicagoAtlRealEst REFI 13.0 7 14.51 –0.46 .47 2.91 1.43 CumberlandPharm CPIX ... dd 2.13 +0.09 ... 11.69 10.05 EmbraceChange EMCG ... 55 10.86 +0.02 ... 1.36 0.17 FirsthandTechVal SVVC ... dd .25 +0.01 ...
9.45 2.67 BrilliantEarthA BRLT ... cc 2.81 +0.01 ... 7.64 0.31 ChickenSoupA CSSE ... dd .36 +0.02 ... 7.89 2.57 CumulusMedia CMLS ... dd 5.04 –0.19 ... 1.64 0.43 Emcore EMKR ... dd .46 +0.02 ... 163.95 118.12 FirstService FSV .6 46 139.15 –3.62 .225
11.00 9.99 BroadCapital BRAC ... dd 10.95 ... ... 13.02 1.25 ChijetMotor CJET ... 44 2.36 +0.07 ... 12.79 5.13 CureVac CVAC ... dd 5.24 –0.69 ... 29.74 20.84 Enact ACT 2.4 7 27.16 –0.66 .16 220.19 130.15 FiveBelow FIVE ... 36 175.95 +11.62 ...
0.33 0.10 BroadCapitalRt BRACR ... ... .16 +0.01 ... 48.88 14.27 Children'sPlace PLCE ... dd 28.77 +5.07 ... 52.89 3.24 Cutera CUTR ... dd 3.95 +0.52 ... 62.06 9.19 EnantaPharma ENTA ... dd 9.20 –0.43 ... 14.37 2.17 5EAdvMatls FEAM ... dd 2.62 –0.48 ...
925.91 429.17 Broadcom AVGO 2.2 26 853.63 –29.554.60 2.40 0.92 Chimerix CMRX ... 0 .95 –0.03 ... 19.94 6.57 CVRx CVRX ... dd 12.91 +1.24 ... 58.46 42.43 EncoreCapital ECPG ... dd 42.67 –4.46 ... 89.58 46.61 Five9 FIVN ... dd 60.09 –0.12 ...
15.50 7.00 BrooklineBcp BRKL 6.2 8 8.67 –0.18 .135 9.21 4.86 Chindata CD ... 26 8.60 +0.18 ... 174.94 113.19 CyberArkSoftware CYBR ... dd 163.60 +1.17 ... 206.74 125.85 EncoreWire WIRE .0 6 169.62 –8.59 .02 31.35 17.74 FiveStarBncp FSBC 3.7 6 18.88 –0.58 .20
84.84 56.28 Bruker BRKR .3 28 59.57 –2.40 .05 27.24 19.20 ChipMOSTechs IMOS 4.7 16 24.25 +0.451.5007 18.20 3.16 CymaBayTherap CBAY ... dd 13.61 +0.13 ... 30.76 17.32 EnergyRecovery ERII ... cc 18.20 –1.31 ... 28.90 17.25 Flex FLEX ... 14 24.12 –1.65 ...
27.92 13.20 Bumble BMBL ... dd 13.41 –0.56 ... 172.97 117.05 ChordEnergy CHRD 2.9 4 170.59 +1.97 .11 3.10 1.13 CyteirTherap CYT ... dd 3.01 –0.06 ... 20.44 12.30 EnlightRenewableEn ENLT ... 28 12.71 –0.27 ... 24.96 13.46 Flexsteel FLXS 3.0 7 19.94 –0.04 .15
2.35 0.95 BurgerFiIntl BFI ... dd 1.05 +0.01 ... 150.45 97.64 ChurchillDowns CHDN .3 24 110.88 +0.87 .357 15.85 4.64 CytekBiosci CTKB ... dd 4.66 –0.36 ... 25.34 11.96 EnlivenTherap ELVN ... 56 12.65 +0.40 ... 31.32 11.90 FluenceEnergy FLNC ... dd 18.07 –2.63 ...
3.80 0.87 BurningRockBio BNR ... dd 1.02 ... ... 43.17 25.83 Chuy's CHUY ... 23 33.26 +1.15 ... 48.23 25.98 Cytokinetics CYTK ... dd 33.11 –1.10 ... 23.90 6.50 Enovix ENVX ... dd 9.88 –0.30 ... 21.55 9.28 FlushingFinl FFIC 7.3 8 11.98 –0.26 .22
11.47 10.00 BurTechAcqnA BRKH ... cc 10.56 +0.01 ... 73.72 18.00 Cimpress CMPR ... dd 60.84 –4.26 ... 3.02 1.17 CytomXTherap CTMX ... dd 1.33 +0.08 ... 339.92 97.27 EnphaseEnergy ENPH ... 25 98.89 –24.92 ... 35.80 17.16 Flywire FLYW ... dd 27.85 +0.19 ...
25.00 13.05 BusFirstBcshs BFST 2.7 7 18.10 –0.36 .12 130.66 95.01 CincinnatiFinl CINF 3.0 12 98.63 –3.17 .75 104.04 82.21 EnsignGroup ENSG .2 23 96.11 +0.47.0575 11.55 10.01 FocusImpact FIAC ... 71 10.82 ... ...
D 271.39 185.55 Enstar ESGR ... 13 232.05 –5.95 ... 9.60 1.40 FocusUniversal FCUV ... dd 1.83 –0.11 ...
4.25 0.29 BuzzFeed BZFD ... dd .30 –0.02 ... 525.37 389.48 Cintas CTAS 1.1 37 498.19 –14.44 1.35
11.63 9.99 byNordicAcqnA BYNO ... 64 10.83 +0.03 ... 5.30 0.38 CipherMining CIFR ... dd 2.60 +0.20 ... 2.37 1.03 DBV Tech DBVT ... dd 1.06 –0.11 ... 114.47 61.75 Entegris ENTG .4 cc 90.70 –4.74 .10 9.97 2.88 FoghornTherap FHTX ... dd 2.94 –0.55 ...
111.15 65.05 CirrusLogic CRUS ... 26 67.74 –2.84 ... 17.49 4.85 DISH Network DISH ... 2 4.99 –0.04 ... 36.72 25.68 EnterpriseBncp EBTC 3.5 7 26.18 –0.66 .23 11.17 9.25 ForbionEuroA FRBN ... dd 10.00 –0.85 ...
C 58.19 41.81 CiscoSystems CSCO 2.9 17 52.93 –0.84 .39 28.01 14.82 DMC Global BOOM ... 12 19.80 –1.09 ... 56.35 35.62 EnterpriseFinSvcs EFSC 2.8 6 35.67 –0.99 .25 37.74 18.15 FormFactor FORM ... dd 32.98 –0.89 ...
5.80 1.52 Cadiz CDZI ... dd 2.70 –0.14 ... 34.94 14.21 CitiTrends CTRN ... 10 24.10 +1.06 ... 1.89 0.61 D-MarketElec HEPS ... dd 1.20 –0.01 ... 24.38 9.32 EntradaTherap TRDA ... dd 14.72 +1.62 ... 84.97 59.07 FormulaSys FORTY 1.4 15 61.99 –1.04.6215
63.77 48.01 C&F Fin CFFI 3.2 6 54.39 –1.27 .44 14.55 7.61 CtznCmntyBcp CZWI 3.2 6 9.15 –0.01 .29 11.24 10.10 DPCapAcqnIA DPCS ... 48 10.74 +0.01 ... 75.90 41.71 ePlus PLUS ... 13 63.52 –3.69 ... 42.86 22.62 ForresterRes FORR ... cc 27.16 –1.49 ...
24.98 17.20 CB FinSvcs CBFV 4.7 7 21.47 –0.10 .25 17.00 10.01 CitizensHolding CIZN 6.3 9 10.15 +0.02 .16 11.83 9.95 DuetAcqnA DUET ... cc 10.79 +0.08 ... 7.59 4.76 EpsilonEnergy EPSN 4.5 6 5.50 +0.20.0625 81.24 42.61 Fortinet FTNT ... 42 56.36 –1.40 ...
13.41 8.24 CCC Intelligent CCCS ... dd 12.33 +0.03 ... 103.00 82.53 CityHolding CHCO 3.2 12 88.90 –1.40 .715 39.89 22.06 DXP Ents DXPE ... 11 32.50 –0.19 ... 5.71 1.58 EQRx EQRX ... dd 2.28 –0.04 ... 37.30 24.93 Fortrea FTRE ... ... 28.46 –1.00 ...
215.81 157.50 CDW CDW 1.2 26 200.42 –6.84 .59 12.81 5.32 Clarus CLAR 1.9 dd 5.37 –0.50 .025 15.59 2.98 DadaNexus DADA ... dd 3.47 –0.70 ... 821.63 518.57 Equinix EQIX 1.9 81 705.62 –37.02 3.41 11.80 10.18 FortuneRiseA FRLA ... cc 10.95 –0.01 ...
36.29 18.06 CEVA CEVA ... dd 18.18 –0.62 ... 11.36 9.88 CleanEarthA CLIN ... 78 10.61 ... ... 10.27 1.46 Daktronics DAKT ... 13 9.07 +0.05 ... 9.25 1.82 Erasca ERAS ... dd 2.22 –0.12 ... 121.38 60.09 ForwardAir FWRD 1.3 13 75.56 +3.53 .24
11.52 9.98 CFAcqnVII A CFFS ... cc 10.71 ... ... 0.22 0.08 CleanEarthRt CLINR ... ... .12 –0.02 ... 5.70 3.73 DallasNews DALN14.7 dd 4.35 +0.14 .16 313.87 199.49 ErieIndemnity ERIE 1.6 45 299.89 –6.63 1.19 6.08 1.61 Fossil FOSL ... dd 1.76 +0.09 ...
10.42 1.51 C4 Therap CCCC ... dd 1.87 –0.12 ... 7.73 3.46 CleanEnerFuels CLNE ... dd 3.80 –0.05 ... 118.02 61.34 Datadog DDOG ... dd 86.08 –1.98 ... 17.41 9.25 Escalade ESCA 3.8 26 16.00 –0.65 .15 19.99 9.00 FosterLB FSTR ... dd 18.78 +0.01 ...
108.05 82.46 CH Robinson CHRW 2.9 20 85.33 +1.33 .61 134.90 24.33 Clearfield CLFD ... 8 25.84 +1.28 ... 47.29 31.65 Dave&Buster's PLAY ... 12 35.75 +2.46 ... 8.87 0.70 EsperionTherap ESPR ... dd .82 –0.01 ... 26.49 6.62 4D Molecular FDMT ... dd 10.12 –0.34 ...
1.77 0.90 CLPS CLPS .0 cc .91 –0.06 .05 1.85 0.75 ClearsideBiomed CLSD ... dd .82 –0.04 ... 14.08 4.47 Dave DAVE ... dd 5.10 –0.02 ... 5.81 1.98 EtonPharm ETON ... dd 3.87 –0.05 ... 37.26 28.02 FoxA FOXA 1.7 13 30.62 –0.33 .26
221.76 166.55 CME Group CME 2.1 26 212.81 –6.57 1.10 11.50 10.03 ClimateRockA CLRC ... cc 10.90 –0.05 ... 2.65 1.28 DawsonGeophys DWSN ... dd 1.82 –0.53 ... 149.91 61.22 Etsy ETSY ... dd 64.90 +1.73 ... 34.42 26.35 FoxB FOX 1.8 12 28.30 –0.28 .26
26.60 16.43 CNB FinPA CCNE 4.0 6 17.50 –0.46 .175 0.15 0.05 ClimateRockRt CLRCR ... ... .11 –0.02 ... 25.77 9.67 DayOneBiopharm DAWN ... dd 9.68 –1.39 ... 121.55 73.84 EuronetWorldwide EEFT ... 16 83.82 +9.89 ... 127.54 73.05 FoxFactory FOXF ... 20 85.88 –6.20 ...
11.48 5.65 CompassPath CMPS ... dd 5.79 –0.20 ... 55.70 28.70 ClimbGlbl CLMB 1.6 17 43.75 +0.42 .17 22.76 10.18 DecipheraPharm DCPH ... dd 10.21 –0.74 ... 20.70 12.02 EuropeanWax EWCZ ... 90 15.23 +0.34 ... 107.36 77.58 FranklinElec FELE 1.1 21 85.17 –1.39 .225
45.95 14.92 CPI Card PMTS ... 4 15.32 –0.09 ... 1.69 0.71 CloverHealth CLOV ... dd .99 –0.04 ... 16.41 6.50 DefinitiveHlthcr DH ... dd 6.55 –0.26 ... 48.00 0.49 EveloBiosci EVLO ... dd .80 –2.32 ... 4.61 2.60 FreightCarAmer RAIL ... dd 2.77 +0.07 ...
128.10 91.29 CRA Intl CRAI 1.5 18 97.88 –2.12 .36 54.53 29.91 CoastalFinl CCB ... 11 39.87 –2.13 ... 11.84 9.82 DenaliCapAcqnA DECA ... dd 10.93 –0.01 ... 36.41 19.50 Everbridge EVBG ... dd 19.74 –0.84 ... 7.96 4.92 FrequencyElec FEIM .0 dd 7.62 +0.46 1.00
72.00 38.24 CrisprTherap CRSP ... dd 38.62 –5.69 ... 745.53 429.07 CocaColaCon COKE .3 12 622.67 +1.14 .50 33.31 18.08 DenaliTherap DNLI ... dd 18.32 –2.44 ... 13.47 5.87 EverCommerce EVCM ... dd 9.93 +0.02 ... 84.70 45.13 Freshpet FRPT ... dd 55.28 –1.68 ...
69.35 47.04 CSG Systems CSGS 2.2 23 51.12 +0.14 .28 66.79 44.09 Coca-ColaEuro CCEP 3.2 15 57.12 –0.88 .74 43.24 26.48 DentsplySirona XRAY 1.8 dd 31.85 +1.02 .14 11.47 10.13 EvergreenA EVGR ... 40 11.02 +0.02 ... 23.80 11.92 Freshworks FRSH ... dd 18.55 +0.81 ...
26.39 7.08 CSP CSPI .9 16 18.05 –1.85 .04 6.98 1.45 Codexis CDXS ... dd 1.70 –0.29 ... 82.02 64.15 DescartesSystems DSGX ... 55 72.49 –1.26 ... 65.39 46.92 Evergy EVRG 5.1 15 48.37 –1.58.6125 38.97 19.06 Frontdoor FTDR ... 19 30.32 –0.47 ...
190.63 111.70 CSW Industrials CSWI .4 28 174.10 –2.18 .19 25.95 16.00 CodorusValleyBncp CVLY 3.5 6 19.38 +0.01 .17 16.63 1.94 DesignTherap DSGN ... dd 2.15 +0.01 ... 18.86 5.23 EverQuote EVER ... dd 7.44 +0.19 ... 30.83 11.65 FrontierComms FYBR ... 16 18.38 +1.77 ...
34.38 26.96 CSX CSX 1.4 16 30.76 –0.38 .11 15.68 8.81 CogentBio COGT ... dd 8.83 –0.69 ... 7.57 3.69 DestinationXL DXLG ... 8 4.31 +0.20 ... 10.50 5.15 EverspinTech MRAM ... 29 9.95 –0.17 ... 14.34 4.23 Frontier ULCC ... 7 4.23 –0.24 ...
29.25 10.66 CVB Fin CVBF 5.1 9 15.63 –0.09 .20 75.00 50.22 CogentComm CCOI 5.9 3 62.82 +0.16 .945 3.32 2.25 Deswell DSWL 8.7 18 2.31 +0.04 .10 8.16 2.47 EVgo EVGO ... dd 2.51 –0.36 ... 4.36 1.13 FuelCell FCEL ... dd 1.15 –0.14 ...
19.34 1.55 CabalettaBio CABA ... dd 13.42 –1.90 ... 59.51 36.20 Cognex CGNX .8 37 36.50 –1.76 .07 139.55 74.75 DexCom DXCM ... cc 85.97 +9.78 ... 11.49 6.51 Evolus EOLS ... dd 7.81 –0.33 ... 15.00 2.25 FulcrumTherap FULC ... dd 3.64 –0.25 ...

44.09 24.31 FulgentGenetics FLGT ... dd 25.41 +0.51 ... 27.35 13.35 HanmiFinancial HAFC 6.7 5 14.84 –0.76 .25 24.97 14.90 IndepBankMI IBCP 5.1 6 17.99 +0.31 .23 7.88 4.46 KY FirstFedBncp KFFB 8.4 41 4.75 –0.27 .10 17.81 4.25 Lucid LCID ... dd 4.28 –0.88 ...
18.91 9.64 FultonFin FULT 5.3 7 12.07 –0.01 .16 21.22 17.37 HanoverBancorp HNVR 2.2 8 18.20 +0.23 .10 67.53 28.81 IndependentBank IBTX 4.2 17 36.28 –1.51 .38 59.96 27.59 KerosTherap KROS ... dd 28.34 +0.23 ... 6.80 1.90 Lulu'sFashion LVLU ... dd 2.11 –0.07 ...
22.77 5.27 Funko FNKO ... dd 7.58 +0.05 ... 15.57 7.51 HarborOneBncp HONE 3.3 11 9.20 –0.21 .075 26.50 16.35 Indivior INDV ... dd 18.60 –0.80 ... 39.73 27.66 KeurigDrPepper KDP 3.0 25 28.65 +0.54 .215 419.86 286.58 lululemon LULU ... 50 395.82 +18.13 ...
7.20 0.72 FusionFuelGreen HTOO ... ... .78 –0.06 ... 18.43 8.80 Harmonic HLIT ... 56 10.36 +0.70 ... 5.43 1.65 IndlLogistics ILPT 1.7 dd 2.33 –0.18 .01 19.04 14.56 KewauneeSci KEQU ... 14 18.53 +0.34 ... 75.56 38.60 Lumentum LITE ... dd 38.64 –2.78 ...
5.63 1.98 FusionPharm FUSN ... dd 4.32 +0.19 ... 62.09 18.61 HarmonyBio HRMY ... 6 20.13 –0.98 ... 7.80 3.19 Infinera INFN ... dd 3.25 –0.18 ... 7.53 4.03 KeyTronic KTCC ... 9 4.20 –0.04 ... 10.55 3.58 LuminarTech LAZR ... dd 3.68 –0.44 ...
72.20 28.00 Futu FUTU ... 16 57.78 –4.60 ... 28.25 10.06 Harrow HROW ... dd 14.40 –0.58 ... 7.25 1.57 InflaRx IFRX ... dd 2.00 –0.34 ... 8.25 0.86 KezarLifeSci KZR ... dd .95 ... ... 1.61 0.08 LumiraDx LMDX ... dd .09 –0.03 ...
12.12 10.07 FutureTechIIA FTII ... 64 10.93 +0.01 ... 14.24 5.00 Harte-Hanks HHS ... 2 5.91 +0.17 ... 10.25 10.07 InflectionPtIIA IPXX ... ... 10.25 +0.03 ... 66.74 49.35 Kforce KFRC 2.5 18 57.14 –1.93 .36 9.21 2.63 LumosPharma LUMO ... dd 3.64 –0.52 ...
G 6.29 1.98 HarvardBioSci HBIO ... dd 4.28 +0.14 ... 5.87 4.15 InfoSvcs III 4.3 13 4.18 –0.03.045 31.43 18.11 KimballElec KE ... 11 25.39 –0.56 ... 13.05 7.82 LutherBurbank LBC .0 8 8.11 –0.19 .12
73.58 45.75 Hasbro HAS 5.0 dd 56.06 +0.07 .70 102.99 73.38 InglesMarkets IMKTA .8 7 80.42 +3.37 .165 10.13 2.16 KingsoftCloud KC ... dd 4.41 –0.36 ... 6.61 1.32 LyellImmuno LYEL ... dd 1.55 –0.09 ...
9.48 6.56 GCM Grosvenor GCMG 5.7 dd 7.78 –0.08 .11 37.31 20.00 HashiCorp HCP ... dd 20.23 –1.07 ... 34.72 15.01 Inhibrx INBX ... dd 15.63 –2.07 ... 20.65 10.29 KiniksaPharm KNSA ... 5 15.57 –0.74 ... 18.36 7.85 Lyft LYFT ... dd 10.10 +0.03 ...
8.50 2.15 GDEV GDEV ... ... 2.40 –0.55 ... 48.25 19.27 InMode INMD ... 9 19.70 –1.05 ...
16.15 4.20 HawaiianHoldings HA ... dd 4.24 –0.67 ... 10.56 1.11 KinnateBio KNTE ... dd 1.14 –0.24 ... 5.25 1.86 LyraTherap LYRA ... dd 3.59 +0.01 ...
27.89 8.41 GDS Holdings GDS ... dd 9.88 –0.31 ... 3.97 1.90 InnatePharma IPHA ... dd 2.35 +0.04 ...
63.21 36.62 Hawkins HWKN 1.1 18 56.03 –2.47 .16 4.87 1.58 Kirkland's KIRK ... dd 1.62 –0.03 ... M
87.83 53.00 GE HealthCare GEHC .2 18 64.05 –3.07 .03 15.36 2.80 Innodata INOD ... dd 6.88 +0.04 ...
24.51 15.35 HawthornBcsh HWBK 4.4 7 15.50 –0.39 .17 3.65 0.36 Knightscope KSCP ... dd .90 +0.03 ...
20.50 9.44 GEN Restaurant GENK ... 32 10.24 +0.38 ... 116.00 91.31 Innospec IOSP 1.4 19 98.01 –0.73 .69 85.42 48.53 Macom Tech MTSI ... 18 75.34 –4.34 ...
60.85 41.33 HaynesIntl HAYN 2.1 12 41.50 –2.55 .22 9.80 1.51 KodiakSciences KOD ... dd 1.70 –0.01 ...
14.64 5.70 GH Research GHRS ... dd 7.28 –0.80 ... 8.15 5.08 InnovAge INNV ... dd 5.70 –0.14 ... 83.27 63.35 MGE Energy MGEE 2.4 22 70.14 –1.35.4275
15.87 6.40 HealthCatalyst HCAT ... dd 7.79 –0.56 ... 31.94 14.61 KornitDigital KRNT ... dd 14.95 –0.17 ...
26.03 11.60 G-IIIApparel GIII ... dd 24.72 +1.32 ... 12.01 10.18 InnovativeIntlA IOAC ... dd 12.01 +0.67 ... 125.74 90.69 MGP Ingredients MGPI .5 20 97.78 –0.64 .12
15.97 9.69 HealthcareSvcs HCSG .0 20 9.97 –0.08 .215 42.80 30.68 KraftHeinz KHC 5.1 12 31.31 –0.12 .40
11.78 1.08 G1Therapeutics GTHX ... dd 1.47 +0.33 ... 9.60 6.11 InnovSolSuprt ISSC ... 25 7.21 –0.12 ... 114.15 64.77 MKS Instrum MKSI 1.2 dd 74.04 –5.36 .22
79.20 48.86 HealthEquity HQY ... cc 73.11 –1.39 ... 18.04 8.90 KratosDefense KTOS ... dd 17.14 +0.19 ...
82.48 36.08 GRAVITY GRVY ... 7 65.10 +0.38 ... 13.90 10.64 Innoviva INVA ... 6 12.84 –0.47 ... 43.50 1.08 MSP Recovery LIFW ... dd 1.26 –0.91 ...
27.69 20.47 HealthStream HSTM .5 53 22.19 –0.19 .025 16.22 10.21 KrispyKreme DNUT 1.1 dd 12.48 +0.78 .035
9.80 1.45 GSI Tech GSIT ... dd 2.26 –0.06 ... 26.11 4.40 Inogen INGN ... dd 4.46 –0.15 ... 156.63 76.97 MYR Group MYRG ... 24 126.99 –2.99 ...
18.17 13.43 HeartlandExp HTLD .5 19 14.80 ... .02 3.07 0.86 KronosBio KRON ... dd .91 –0.09 ...
4.03 2.05 Gaia GAIA ... dd 2.73 –0.07 ... 2.61 0.35 InovioPharm INO ... dd .47 –0.04 ... 11.84 6.96 Macatawa MCBC 3.6 7 8.78 –0.08 .08
51.61 26.10 HeartlandFinUSA HTLF 4.2 6 28.30 –0.68 .30 132.68 66.21 KrystalBiotech KRYS ... dd 108.96 –4.82 ...
6.19 2.80 GainTherap GANX ... dd 3.03 –0.27 ... 7.33 0.99 InozymePharma INZY ... dd 2.88 –0.52 ... 7.90 3.96 Macrogenics MGNX ... 43 4.84 –0.23 ...
35.15 22.79 Heidrick&Strug HSII 2.4 8 24.55 –0.93 .15 60.20 38.94 Kulicke&Soffa KLIC 1.8 26 43.17 –2.03 .19
48.07 33.69 Galapagos GLPG ... dd 35.01 +0.29 ... 2.36 0.34 Inseego INSG ... dd .35 –0.04 ... 322.67 57.21 MadrigalPharm MDGL ... dd 131.54 –8.83 ...
143.68 81.14 HelenofTroy HELE ... 18 103.42 –8.64 ... 17.27 7.93 KuraOncology KURA ... dd 8.27 –0.17 ...
3.70 0.54 Galecto GLTO ... dd .57 –0.05 ... 10.77 9.93 InsightAcqnA INAQ ... 33 10.55 +0.05 ... 17.67 10.09 MagicSoftware MGIC 6.3 12 10.36 –0.64 .327
11.54 4.10 HelloGroup MOMO .0 5 6.74 –0.32 .70 110.00 37.97 KuraSushiUSA KRUS ... cc 64.98 +3.59 ...
3.59 0.16 GaleraTherap GRTX ... dd .23 +0.04 ... 162.05 86.50 InsightEnt NSIT ... 20 144.17 –3.33 ... 15.73 5.59 Magnite MGNI ... dd 7.04 +0.04 ...
10.15 6.39 HennessyAdvsrs HNNA 8.2 11 6.73 +0.08.1375 39.85 11.37 KymeraTherap KYMR ... dd 12.15 –0.46 ...
14.83 6.62 Gambling.com GAMB ... cc 13.22 –0.08 ... 27.59 16.04 Insmed INSM ... dd 25.08 +0.32 ... 13.45 9.13 MagyarBancorp MGYR 1.3 8 9.40 +0.02 .03
10.60 9.71 HennessyCapVI HCVI ... 56 10.37 +0.02 ... L
2.51 0.56 GamidaCell GMDA ... dd .81 ... ... 47.70 3.15 Inspirato ISPO ... dd 3.82 –3.17 ... 42.97 22.50 MakeMyTrip MMYT ... cc 38.77 –1.45 ...
89.72 66.46 HenrySchein HSIC ... 20 68.31 –5.04 ...
55.13 43.95 Gaming&Leisure GLPI 6.5 16 45.08 –1.10 .73 335.91 125.82 Insulet PODD ... cc 144.73 +12.35 ... 11.66 9.41 LamfGlbI A LGVC ... cc 10.68 –0.01 ... 65.45 46.57 MalibuBoats MBUU ... 10 50.00 +1.09 ...
14.87 6.69 HeritageCommerce HTBK 6.4 7 8.12 –0.26 .13
12.02 10.03 GardinerHlthcr GDNR ... dd 10.87 +0.08 ... 50.46 19.58 Intapp INTA ... dd 34.03 –0.31 ... 7.38 1.34 LavaTherap LVTX ... dd 1.35 –0.04 ... 8.79 3.41 MammothEnergy TUSK ... 13 4.34 –0.04 ...
34.34 14.85 HeritageFin HFWA 5.2 8 16.85 +0.78 .22
8.68 5.57 GarrettMotion GTX ... dd 7.29 –0.20 ... 60.69 37.23 IntegraLifeSci IART ... 24 37.94 –0.33 ... 141.91 74.61 LGI Homes LGIH ... 10 87.69 –5.91 ... 211.81 107.18 ManhattanAssoc MANH ... 82 190.45 –10.04 ...
20.48 10.25 HertzGlobal HTZ ... 5 10.92 –0.10 ...
23.92 15.45 GenDigital GEN 2.9 8 17.16 +0.04 .125 11.59 9.95 IntegralAcqn1 INTE ... dd 10.73 +0.01 ... 10.94 10.09 LIVCapAcqnII A LIVB ... cc 10.88 +0.01 ... 24.59 9.22 Mannatech MTEX .0 dd 9.31 –0.44 .20
30.36 7.35 Hesai HSAI ... dd 9.36 –0.37 ...
35.31 3.07 GeneDx WGS ... dd 3.19 –0.04 ... 20.88 6.63 IntegralAd IAS ... 81 11.77 +0.10 ... 59.38 48.01 LKQ LKQ 2.3 13 48.52 –1.51 .275 5.75 3.17 MannKind MNKD ... dd 4.21 +0.22 ...
75.38 34.86 Hibbett HIBB 2.1 6 47.68 +0.56 .25
7.35 1.09 GenerationBio GBIO ... dd 1.12 –2.12 ... 40.07 24.73 Intel INTC 1.4 dd 34.92 –1.05 .125 271.56 179.00 LPL Financial LPLA .5 15 221.56 –6.30 .30 42.95 23.36 Maplebear CART ... ... 24.85 –0.72 ...
30.15 10.44 HighPeakEner HPK .6 9 17.77 +0.38 .025
1.27 0.69 Genetron GTH ... ... 1.16 –0.03 ... 57.49 26.52 IntelliaTherap NTLA ... dd 26.64 –3.19 ... 16.97 6.55 LSI Inds LYTS 1.3 17 14.89 –1.29 .05 17.37 6.89 MaravaiLifeSci MRVI ... 12 6.91 –0.86 ...
23.10 10.16 HilleVax HLVX ... dd 10.35 –1.46 ...
4.75 2.89 Genfit GNFT ... dd 3.06 –0.16 ... 3.00 1.85 Intellicheck IDN ... dd 1.92 –0.04 ... 13.41 9.51 LakeShoreBancorp LSBK 7.1 11 10.14 +0.25 .18 2.21 1.22 Marchex MCHX ... dd 1.52 +0.25 ...
47.50 28.05 Genmab GMAB ... 30 29.84 –2.44 ... 10.28 6.60 HillmanSolns HLMN ... dd 6.96 –0.47 ...
8.70 5.28 HimaxTechs HIMX 8.5 15 5.54 –0.09 .48 4.63 1.37 Inter INTR ... cc 4.16 –0.17 ... 20.02 11.17 LakelandBcp LBAI 5.2 7 11.18 –0.57 .145 1.84 0.40 MarinSoftware MRIN ... dd .41 –0.02 ...
34.33 23.86 Gentex GNTX 1.6 20 30.41 –0.63 .12 161.17 73.46 InterParfums IPAR 2.0 27 124.15 +1.64 .625 83.57 43.05 LakelandFin LKFN 3.8 13 48.64 –0.05 .46 11.15 3.47 MarinusPharm MRNS ... dd 6.86 –0.02 ...
76.13 51.95 Gentherm THRM ... cc 53.01 –0.49 ... 311.18 152.00 HinghamSvg HIFS 1.6 11 154.65 –21.88 .63
22.00 13.70 HollysysAuto HOLI ... 11 19.21 –1.20 ... 95.59 68.23 InteractiveBrkrs IBKR .5 15 80.19 –4.90 .10 16.07 10.60 LakelandInds LAKE .8 21 14.90 +0.20 .03 399.78 200.01 MarketAxess MKTX 1.2 35 235.38 –3.40 .72
14.59 3.76 GeospaceTech GEOS ... dd 12.54 –0.76 ... 8.50 0.86 InteractStrength TRNR ... dd 1.03 –0.07 ... 11.76 10.07 LakeshoreAcqnII LBBB ... 63 10.89 +0.01 ... 2.85 1.24 MarketWise MKTW 2.3 64 1.71 +0.26 .01
40.70 25.86 GermanAmBncp GABC 3.8 8 25.98 –0.20 .25 87.88 60.68 Hologic HOLX ... 35 67.81 –1.17 ...
43.45 27.75 HomeBancorp HBCP 3.0 7 33.55 +0.98 .25 21.86 8.82 InterceptPharm ICPT ... 3 18.67 +0.47 ... 0.35 0.12 LakeshoreII Rt LBBBR ... ... .16 ... ... 8.23 3.46 Marqeta MQ ... dd 5.34 –0.29 ...
3.84 1.73 Geron GERN ... dd 1.82 +0.04 ... 5.56 1.16 Intercure INCR ... 9 1.17 –0.14 ... 726.53 354.97 LamResearch LRCX 1.3 20 600.35 –44.772.00 210.98 143.92 Marriott MAR 1.1 21 187.97 –4.96 .52
77.10 44.53 GibraltarInds ROCK ... 21 60.85 –1.96 ... 32.51 4.76 HomeStreet HMST 7.8 39 5.15 –1.02 .10
30.79 18.02 HomeTrustBcshs HTBI 2.0 7 20.05 –0.40 .10 98.69 43.92 InterDigital IDCC 2.1 12 77.16 –2.94 .40 111.49 77.21 LamarAdv LAMR 6.2 20 80.67 –0.68 1.25 11.00 10.15 MarsAcqn MARX ... ... 10.53 –0.05 ...
18.60 4.14 GigaCloudTech GCT ... 7 8.55 –0.14 ... 12.29 6.51 Interface TILE .4 cc 9.24 –0.03 .01 220.65 158.88 LancasterColony LANC 2.0 41 165.86 –11.15 .85 0.34 0.14 MarsAcqnRt MARXR ... ... .28 ... ...
11.80 10.10 GigCapital5 GIA ... dd 10.84 +0.02 ... 2.29 0.80 HomologyMed FIXX ... dd 1.03 –0.07 ...
3.75 1.06 Honest HNST ... dd 1.24 +0.09 ... 53.71 39.10 IntlBcshs IBOC 3.0 7 42.31 –0.03 .63 25.90 17.35 LandmarkBncp LARK 4.8 9 17.50 –0.71 .21 23.38 17.64 MartenTransport MRTN 1.3 18 18.60 –0.72 .06
7.16 4.51 GilatSatellite GILT ... 57 6.05 –0.13 ... 7.54 3.07 Intevac IVAC ... dd 3.31 –0.13 ... 208.62 142.99 LandstarSystem LSTR .8 18 172.22 –2.84 .33 3.63 1.95 MartinMidstream MMLP .9 dd 2.35 –0.05.005
89.74 66.11 GileadSciences GILD 3.9 18 77.80 +0.15 .75 220.96 176.52 Honeywell HON 2.4 22 181.32 –2.24 1.08
22.27 13.49 HookerFurnishings HOFT 4.9 dd 17.81 –0.47 .22 67.05 42.01 Intra-Cellular ITCI ... dd 50.06 –3.60 ... 100.85 47.46 Lantheus LNTH ... cc 69.61 +2.14 ... 67.99 33.75 MarvellTech MRVL .5 dd 49.47 –3.15 .06
58.70 26.24 GitLab GTLB ... dd 44.32 –1.37 ... 558.64 352.63 Intuit INTU .7 60 506.81 –26.24 .90 10.80 2.63 LanzaTechGlobal LNZA ... dd 4.29 +0.02 ... 198.00 75.22 Masimo MASI ... 39 83.18 +5.83 ...
11.28 8.87 GladstoneCap GLAD10.5 10 9.41 –0.20.0825 13.98 7.42 HopeBancorp HOPE 6.4 6 8.73 –0.22 .14
136.00 3.02 IntuitiveMachinesA LUNR ... 4 3.09 –0.58 ... 7.06 2.58 Largo LGO ... dd 2.79 –0.06 ... 35.29 19.25 MasterCraftBoat MCFT ... 6 22.23 –0.08 ...
20.12 10.84 GladstoneComm GOOD10.0 dd 12.01 +0.10 .10 20.11 7.69 HorizonBancorp HBNC 6.3 5 10.08 ... .16
10.84 10.10 HorizonSpaceI HSPO ... 67 10.59 +0.03 ... 358.07 206.77 IntuitiveSurgical ISRG ... 63 266.91 –6.24 ... 6.85 2.58 LarimarTherap LRMR ... dd 2.92 –0.01 ... 54.60 30.73 MatchGroup MTCH ... 22 35.52 –0.02 ...
14.64 12.11 GladstoneInvt GAIN 7.8 13 12.38 –0.21 .08 6.82 2.22 Inventiva IVA ... dd 3.79 –0.21 ... 11.76 10.12 LatAmGrowthA LATG ... 36 10.95 +0.12 ... 11.45 4.96 Materialise MTLS ... cc 5.07 +0.04 ...
22.13 13.57 GladstoneLand LAND 4.0 dd 13.87 –0.25.0464 1.03 0.10 HorizonSpaceI Rt HSPOR ... ... .16 –0.01 ...
13.45 10.14 HorizonTechFin HRZN11.4 20 11.53 –0.67 .11 22.48 9.27 Investar ISTR 4.0 5 10.03 –0.82 .10 4.79 2.12 Latham SWIM ... dd 2.45 +0.12 ... 12.99 4.17 MatrixService MTRX ... dd 11.90 –0.17 ...
11.19 9.90 GlblBlockchain GBBK ... 58 10.51 +0.01 ... 4.50 3.18 InvestcpCredit ICMB13.8 16 3.49 –0.21 .03 98.30 47.43 LatticeSemi LSCC ... 50 73.12 –1.96 ... 22.64 15.36 Mattel MAT ... 33 20.46 +0.24 ...
0.55 0.04 GlbBlockchainRt GBBKR ... ... .18 –0.02 ... 19.42 14.51 HostHotels HST 4.6 15 15.49 –0.36 .18
3.10 0.19 HubCyberSecurity HUBC ... ... .65 +0.22 ... 11.39 10.15 InvestcorpEur I A IVCB ... dd 10.91 +0.01 ... 14.81 9.24 LaureateEduc LAUR .0 24 14.34 +0.16 .68 4.07 1.98 Matterport MTTR ... dd 2.00 –0.09 ...
45.72 18.14 Global-EOnline GLBE ... dd 35.00 –0.23 ... 11.31 10.11 InvestcorpIndiaA IVCA ... 32 10.90 +0.04 ... 15.82 4.72 Lavoro LVRO ... dd 6.22 –0.42 ... 48.86 24.62 MatthewsIntl MATW 2.5 dd 37.22 –1.67 .23
11.00 10.00 GlobalStarA GLST ... cc 10.61 +0.01 ... 104.67 69.92 HubGroup HUBG ... 9 76.96 –0.46 ...
11.70 10.01 HudsonAcqnI HUDA ... cc 10.64 –0.01 ... 167.84 125.80 InvestorsTitle ITIC 1.3 11 140.69 –3.71 .46 7.35 4.52 LeadRealEstate LRE ... 19 5.35 –0.05 ... 7.41 2.45 MaxCyte MXCT ... dd 3.12 +0.21 ...
14.95 9.35 GlobalWaterRscs GWRS 3.1 34 9.53 –0.62.0248 4.07 0.98 Invivyd IVVD ... dd 1.58 –0.07 ... 23.51 9.43 LeeEnterprises LEE ... dd 9.76 –0.85 ... 38.91 7.28 MaxeonSolar MAXN ... dd 7.83 –1.24 ...
72.50 50.40 GlobalFoundries GFS ... 20 54.36 –1.29 ... 1.35 0.10 HudsonAcqnIRt HUDAR ... ... .21 –0.03 ...
38.00 17.00 HudsonGlobal HSON ... 28 17.65 –0.63 ... 48.75 32.69 IonisPharm IONS ... dd 46.16 –1.82 ... 25.30 16.13 LegacyHousing LEGH ... 7 18.63 –0.15 ... 43.66 19.97 MaxLinear MXL ... 25 20.09 –0.99 ...
11.67 9.99 GlobalinkInvt GLLI ... 95 10.79 +0.02 ... 10.14 3.21 IovanceBiotherap IOVA ... dd 3.33 –0.30 ... 15.68 6.89 LegalZoom LZ ... dd 10.14 +0.26 ... 111.70 84.28 McGrathRent MGRC 1.9 22 98.07 –4.77 .465
0.26 0.01 GlobalinkInvtRt GLLIR ... ... .09 –0.04 ... 2.08 0.45 HuizeHolding HUIZ ... 12 1.03 –0.08 ...
5.60 1.96 Humacyte HUMA ... dd 2.28 –0.30 ... 7.99 1.65 iQIYI IQ ... 36 4.60 –0.20 ... 77.32 42.91 LegendBiotech LEGN ... ... 66.54 +0.04 ... 10.49 5.64 MedallionFinl MFIN 4.9 3 6.53 +0.14 .08
4.16 0.58 GlycoMimetics GLYC ... dd 1.26 –0.16 ... 140.23 79.19 iRhythmTechs IRTC ... dd 82.17 –1.33 ... 68.67 41.78 LeMaitreVascular LMAT 1.1 44 49.24 +2.47 .14 2.73 1.89 MediciNova MNOV ... dd 2.02 +0.02 ...
17.94 11.01 Gogo GOGO ... 10 11.27 –0.01 ... 209.21 159.96 JBHunt JBHT 1.0 24 176.27 –15.14 .42
15.74 9.13 HuntingtonBcshs HBAN 6.4 6 9.64 –0.31 .155 3.20 1.31 Iridex IRIX ... dd 3.17 +0.17 ... 47.82 11.63 LendingTree TREE ... dd 11.64 –0.25 ... 14.58 7.10 MediWound MDWD ... dd 8.10 –0.80 ...
5.09 2.45 Gogoro GGR ... dd 2.81 –0.07 ...
30.41 20.40 Hurco HURC 3.0 42 21.10 +0.14 .16 68.34 38.38 IridiumComm IRDM 1.4 dd 38.48 –4.00 .13 19.68 9.11 LeonardoDRS DRS ... 8 18.86 –0.03 ... 282.73 153.70 Medpace MEDP ... 27 229.25 –9.85 ...
28.47 19.62 GolarLNG GLNG 4.2 ... 23.55 –0.54 .25 8.06 1.02 IrisEnergy IREN ... ... 3.14 +0.10 ... 4.89 3.20 LesakaTech LSAK ... dd 4.47 –0.03 ... 45.49 1.46 MeihuaIntlMed MHUA ... 7 1.88 ... ...
47.50 32.41 GoldenEnt GDEN .0 21 32.97 –0.642.00 107.44 66.51 HuronConsulting HURN ... 27 99.23 –4.26 ...
4.55 0.78 Hut8Mining HUT ... dd 1.86 +0.14 ... 56.74 31.37 iRobot IRBT ... dd 36.15 –2.12 ... 17.13 4.78 Leslie's LESL ... 15 5.42 +0.31 ... 8.77 3.66 MeiraGTx MGTX ... dd 3.74 –0.58 ...
10.58 6.89 GoldenOcean GOGL 9.4 8 7.94 –0.04 .10 12.66 8.07 IronwoodPharm IRWD ... dd 9.23 –0.12 ... 3.79 0.96 LexiconPharm LXRX ... dd 1.13 –0.06 ... 14.46 4.72 MelcoResorts MLCO ... dd 8.01 –0.78 ...
10.45 10.14 GoldenStarAcqn GODN ... ... 10.32 –0.03 ... 3.25 0.67 Hydrofarm HYFM ... dd .97 –0.13 ...
3.28 0.68 Hyperfine HYPR ... dd 1.88 +0.11 ... 11.51 10.13 IsraelAcqns ISRL ... 84 10.57 –0.02 ... 3.86 1.26 LexinFintech LX 5.3 2 1.92 –0.07 .116 1451.56 792.46 MercadoLibre MELI ... 79 1169.67 –53.83 ...
15.10 12.27 GolubCapital GBDC10.4 15 14.26 –0.06 .37 23.00 8.20 iTeosTherap ITOS ... dd 8.90 –0.14 ... 47.33 12.52 LiAuto LI ... cc 31.89 –2.41 ... 37.00 23.89 MercantileBank MBWM 4.3 6 31.40 +0.84 .34
9.37 3.82 GoodRx GDRX ... cc 5.49 +0.18 ... 7.50 5.07 Hywin HYW ... 11 7.24 +0.05 ...
2.35 0.45 HyzonMotors HYZN ... dd .80 –0.41 ... 79.99 39.38 Itron ITRI ... 67 57.31 –0.23 ... 2.90 1.07 LianBio LIAN ... dd 1.42 +0.01 ... 14.97 7.37 MercerIntl MERC 3.3 dd 9.03 +0.20 .075
16.51 9.66 Goodyear GT ... dd 12.28 +0.28 ... 31.01 20.35 IturanLocation ITRN 2.3 12 25.74 –2.17 .15 97.05 68.15 LibertyBroadbandA LBRDA ... 17 89.82 –2.84 ... 59.13 28.90 MercurySystems MRCY ... dd 37.26 –1.37 ...
79.40 31.11 GooseheadIns GSHD ... cc 71.18 +1.83 ... I 96.88 68.67 LibertyBroadbandC LBRDK ... 17 89.93 –2.75 ... 17.38 7.80 Meridian MRBK 5.3 6 9.38 –0.45 .125
6.57 2.60 GoPro GPRO ... dd 2.60 –0.15 ... J
69.85 41.52 IAC IAC ... 17 45.50 –1.30 ... 22.09 15.78 LibertyGlobal A LBTYA ... dd 16.27 –0.07 ... 85.62 56.46 MeritMedical MMSI ... 42 64.83 +0.20 ...
11.10 9.68 GoresIX A GHIX ... cc 10.42 +0.02 ... 31.40 11.45 IBEX IBEX ... 13 15.73 –0.30 ... 24.61 13.67 JakksPacific JAKK ... 3 17.26 +0.37 ... 22.20 16.24 LibertyGlobal B LBTYB ... dd 17.49 +1.12 ... 13.66 3.37 MerrimackPharm MACK ... dd 12.22 –0.05 ...
12.79 0.52 GossamerBio GOSS ... dd .54 –0.10 ... 136.82 94.53 ICF Intl ICFI .4 37 126.30 –5.70 .14 177.71 133.27 J&JSnackFoods JJSF 1.9 45 151.84 –0.86 .735 22.78 16.75 LibertyGlobal C LBTYK ... dd 17.67 –0.04 ... 9.62 0.80 MersanaTherap MRSN ... dd 1.52 –0.03 ...
4.03 2.19 Grab GRAB ... dd 3.27 –0.15 ... 212.43 107.06 ICU Medical ICUI ... dd 108.08 +0.08 ... 67.10 24.19 JD.com JD 2.5 12 24.38 –2.67 .62 10.01 6.75 LibertyLatAmA LILA ... 7 7.04 –0.40 ... 27.70 12.03 Merus MRUS ... dd 20.30 –0.80 ...
6.99 1.40 GracellBiotech GRCL ... dd 2.88 +0.45 ... 30.25 13.29 IDEAYA Bio IDYA ... dd 25.29 +0.30 ... 6.11 0.55 Joann JOAN ... dd .70 –0.02 ... 9.98 6.78 LibertyLatAmC LILAK ... 8 7.07 –0.36 ... 3.82 0.68 MesaAir MESA ... dd .68 –0.13 ...
124.53 83.27 GrandCanyonEduc LOPE ... 19 116.04 –0.15 ... 564.74 320.81 IdexxLab IDXX ... 45 427.00 +0.82 ... 42.25 21.38 Joyy YY 4.4 12 38.85 –1.71 .20 69.48 55.08 LibertyFormOne A FWONA ... 34 59.30 –0.42 ... 206.36 94.73 MesaLabs MLAB .7 cc 96.56 –4.89 .16
3.69 1.59 GraphiteBio GRPH ... dd 2.37 –0.02 ... 202.66 139.28 JackHenry JKHY 1.5 29 143.12 –2.31 .52
76.80 27.68 IES Holdings IESC ... 17 60.91 –2.11 ... 37.00 30.29 LibertyLiveA LLYVA ... ... 30.71 –0.74 ... 5.12 1.15 Mesoblast MESO ... dd 1.15 –0.08 ...
10.51 7.51 GreatElmCap GECC14.9 10 9.41 –0.29 .35 99.56 62.72 JackintheBox JACK 2.8 9 63.94 +0.15 .44
28.20 4.10 IGM Biosci IGMS ... dd 4.36 –0.05 ... 78.58 60.95 LibertyFormOne C FWONK ... 39 66.91 –0.03 ... 330.54 88.09 MetaPlatforms META ... 36 308.65 –6.04 ...
2.49 1.85 GreatElm GEG ... 3 1.90 ... ... 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .15 –0.02 ...
7.67 1.16 I-Mab IMAB ... ... 1.27 –0.07 ... 39.00 29.63 LibertyLiveC LLYVK ... ... 31.27 –0.73 ... 11.19 9.99 MetalSkyStar MSSA ... 52 10.90 +0.03 ...
9.67 4.75 GreatLakesDredge GLDD ... dd 7.82 –0.23 ... 11.68 3.97 JaguarGlbGrwI A JGGC ... 28 5.20 –0.07 ...
3.95 0.90 IN8bio INAB ... dd .99 +0.05 ... 26.95 22.01 LibertySirius A LSXMA ... 13 24.96 –1.15 ... 0.22 0.08 MetalSkyStarRt MSSAR ... ... .12 –0.01 ...
63.27 45.39 GreatSouthernBncp GSBC 3.4 8 47.53 +0.39 .40 26.60 13.87 JamesRiver JRVR 1.4 16 14.31 –0.06 .05
3.52 1.00 IO Biotech IOBT ... dd 1.03 –0.12 ... 26.86 22.19 LibertySirius B LSXMB ... 14 25.89 –0.10 ... 54.83 33.34 Methanex MEOH 1.8 13 40.68 –1.46 .185
37.49 25.78 GreenPlains GPRE ... dd 27.19 +1.32 ... 24.99 15.25 JamfHolding JAMF ... dd 15.31 –0.16 ...
141.85 79.88 IPG Photonics IPGP ... 43 92.65 +0.39 ... 26.85 22.24 LibertySirius C LSXMK ... 13 25.01 –1.11 ... 24.34 13.10 MetroCityBkshs MCBS 3.7 8 19.47 –0.51 .18
16.25 11.72 GreenPlainsPtrs GPP 13.2 8 13.80 +0.47 .455 23.64 6.74 JanuxTherap JANX ... dd 6.75 –1.99 ...
30.84 18.59 i3Verticals IIIV ... dd 19.68 +0.03 ... 11.06 10.05 LibertyRscsA LIBY ... cc 10.89 –0.01 ... 94.30 58.61 MicrochipTech MCHP 2.2 17 75.36 –2.10 .41
13.90 1.55 GreenidgeGen GREE ... dd 3.98 +0.25 ... 160.96 120.64 JazzPharm JAZZ ... dd 133.55 +4.43 ...
12.15 10.00 IXAcqnA IXAQ ... 24 10.97 +0.04 ... 48.82 17.19 LibertyTripAdvB LTRPB ... dd 23.74 +0.11 ... 74.77 48.43 MicronTech MU .7 dd 67.22 –1.99 .115
17.60 0.56 Greenlane GNLN ... dd .58 –0.07 ... 17.50 2.09 Jet.AI JTAI ... 19 2.21 –0.25 ...
55.10 17.11 IcahnEnterprises IEP 40.0 dd 17.52 –0.48 1.00 1.68 0.34 LibertyTripAdvA LTRPA ... dd .37 –0.09 ... 366.78 213.43 Microsoft MSFT .9 34 326.67 –1.06 .75
11.72 7.35 GreenlightCapRe GLRE ... 6 10.87 –0.25 ... 9.45 4.26 JetBlue JBLU ... 59 4.48 ... ...
39.73 21.68 Ichor ICHR ... 33 25.76 –3.57 ... 11.46 1.52 LifecoreBiomed LFCR ... dd 7.11 ... ... 475.09 132.56 MicroStrategy MSTR ... 39 348.04 +29.82 ...
10.97 5.71 Grifols GRFS ... cc 8.09 –0.71 ... 30.94 17.11 JFrog FROG ... dd 22.39 –0.97 ...
5.69 1.36 iClickInteract ICLK ... dd 1.99 +0.06 ... 7.40 1.14 LifeMD LFMD ... dd 6.41 –0.29 ... 2.91 0.88 Microvast MVST ... dd 1.34 –0.29 ...
26.29 6.80 GrindrodShipping GRIN 1.4 9 8.80 –3.401.016 2.35 0.51 JianzhiEduc JZ ... ... .59 +0.03 ...
268.07 172.04 Icon ICLR ... 37 226.72 –20.52 ... 9.59 4.22 LifeStanceHealth LFST ... dd 5.36 –0.80 ... 8.20 1.82 MicroVision MVIS ... dd 2.01 –0.06 ...
4.05 1.14 Gritstone GRTS ... dd 2.02 –0.33 ... 8.19 1.86 Jiayin JFIN 7.6 2 4.99 +0.07 .38
16.45 2.28 Icosavax ICVX ... dd 6.36 –0.11 ... 10.25 4.31 LifetimeBrands LCUT 3.3 dd 5.10 +0.20.0425 34.99 18.25 MidPennBancorp MPB 4.1 6 19.28 –0.61 .20
36.54 25.71 GroceryOutlet GO ... 39 27.58 +0.06 ... 71.88 46.30 JohnsonOutdoors JOUT 2.6 11 50.12 –2.05 .33
9.07 2.21 iHeartMedia IHRT ... dd 2.45 –0.18 ... 12.96 5.26 LifewayFoods LWAY ... 30 11.29 +0.39 ... 14.03 10.39 MidCapFin MFIC11.8 12 12.88 –0.23 .38
16.25 2.89 Groupon GRPN ... dd 12.61 –0.10 ... K
7.64 1.94 IkenaOncology IKNA ... dd 3.38 –0.83 ... 85.70 51.93 LigandPharm LGND ... 36 52.09 –2.90 ... 162.02 115.51 Middleby MIDD ... 14 115.69 –4.08 ...
100.21 50.23 GrAeroportuario OMAB ... 14 68.49 +2.13 ...
248.87 118.84 Illumina ILMN ... dd 119.64 –9.47 ... 520.19 275.12 KLA KLAC 1.1 19 462.44 –24.37 1.30 79.07 47.14 Light&Wonder LNW ... cc 74.58 –1.67 ... 95.82 61.67 MiddlesexWater MSEX 2.0 30 62.06 –3.06.3125
54.47 20.67 GuardantHealth GH ... dd 25.63 –1.40 ...
9.25 5.17 Immersion IMMR 1.8 5 6.53 –0.14 .03 18.63 7.70 KLX Energy KLXE ... 3 10.58 –0.14 ... 1.98 0.37 Lilium LILM ... ... .62 –0.03 ... 28.59 17.98 MidlandStBncp MSBI 5.8 5 20.53 +0.05 .30
5.74 2.95 GulfIslandFab GIFI ... 22 3.92 +0.02 ...
14.29 3.70 Immuneering IMRX ... dd 5.88 –0.12 ... 12.10 4.71 KVH Inds KVHI ... 3 4.74 –0.09 ... 17.90 11.00 Limoneira LMNR 2.2 28 13.94 –0.63 .075 35.58 17.80 MidWestOneFin MOFG 4.9 7 19.89 –0.19.2425
4.30 1.63 Gulf Resources GURE ... 4 1.72 –0.01 ...
3.17 1.10 Immunic IMUX ... dd 1.17 –0.04 ... 11.42 10.10 KairousAcqn KACL ... cc 11.31 +0.04 ... 9.25 4.98 LincolnEduc LINC ... 9 8.09 –0.26 ... 5.87 2.60 MilestonePharm MIST ... dd 2.71 –0.19 ...
H 7.10 1.21 ImmunityBio IBRX ... dd 1.30 –0.01 ... 0.55 0.02 KairousAcqnRt KACLR ... ... .13 ... ... 210.86 126.78 LincolnElectric LECO 1.7 21 171.80 –11.51 .71 26.20 13.20 MillerKnoll MLKN 3.3 53 23.04 –1.46.1875
56.47 29.08 H&E Equipment HEES 2.7 9 40.76 –2.65 .275 69.06 44.72 Immunocore IMCR ... dd 47.27 –2.92 ... 97.58 56.79 KaiserAlum KALU 4.8 cc 64.23 –2.85 .77 20.83 11.97 LiquiditySvcs LQDT ... 27 19.37 –0.56 ... 21.15 10.22 MillicomIntl TIGO ... cc 15.00 –0.21 ...
23.49 16.33 HBT Finl HBT 3.8 9 17.76 –0.15 .17 20.69 3.61 Immunogen IMGN ... dd 14.15 –0.28 ... 2.27 1.53 Kaltura KLTR ... dd 1.63 +0.06 ... 309.94 193.42 Littelfuse LFUS 1.1 17 227.42 –4.37 .65 2.50 1.86 Mind CTI MNDO12.8 8 1.88 ... .24
2.42 1.08 HCW Biologics HCWB ... dd 1.80 –0.02 ... 5.90 1.14 ImmunoPrecise IPA ... dd 1.14 –0.14 ... 11.45 4.23 KalVistaPharm KALV ... dd 8.86 –0.22 ... 59.86 40.26 LivaNova LIVN ... dd 49.41 +1.47 ... 5.01 2.12 MindMed MNMD ... dd 2.62 –0.18 ...
23.00 17.31 HMN Fin HMNF 1.5 12 18.64 –0.26 .08 44.19 9.42 Immunovant IMVT ... dd 35.06 –2.35 ... 5.85 3.72 Kamada KMDA ... 57 4.36 –0.40 ... 18.17 2.57 LivePerson LPSN ... dd 2.62 –0.17 ... 21.98 7.98 MineralysTherap MLYS ... dd 8.36 –0.70 ...
2.05 0.46 Hookipa HOOK ... dd .47 –0.07 ... 3.90 1.50 Immutep IMMP ... dd 2.04 +0.20 ... 4.27 2.22 KandiTech KNDI ... dd 3.38 –0.23 ... 3.65 1.70 LiveVox LVOX ... dd 3.60 –0.02 ... 101.30 27.30 MiratiTherap MRTX ... dd 55.68 –0.27 ...
21.28 7.39 Hutchmed HCM ... dd 16.91 –1.76 ... 4.35 0.25 ImpelPharm IMPL ... dd .28 –0.12 ... 26.26 9.74 Kanzhun BZ ... cc 14.99 –0.66 ... 4.02 0.20 LixiangEduc LXEH ... dd .36 +0.05 ... 33.39 17.49 MirumPharm MIRM ... dd 28.90 +0.78 ...
53.52 24.38 H World HTHT ... 71 34.08 –1.28 ... 144.90 48.86 Impinj PI ... dd 50.70 –1.99 ... 26.69 12.50 KaratPkg KRT 1.9 14 20.90 –0.93 .40 25.00 17.91 LoganRidgeFin LRFC 4.3 dd 20.30 –0.42 .26 16.96 8.55 MissionProduce AVO ... dd 9.35 +0.32 ...
24.82 17.10 HackettGroup HCKT 2.0 18 22.45 –0.15 .11 83.84 52.59 InariMedical NARI ... dd 55.19 –0.03 ... 245.00 158.38 KarunaTherap KRTX ... dd 166.76 –4.25 ... 73.70 43.22 LogitechIntl LOGI 1.7 34 69.17 –1.891.1805 48.11 24.85 Mobileye MBLY ... dd 35.55 +0.99 ...
22.14 9.36 HainCelestial HAIN ... dd 10.66 +0.36 ... 4.75 0.85 Incannex IXHL ... dd .90 –0.10 ... 5.97 1.04 KaryopharmTherap KPTI ... dd 1.06 –0.13 ... 10.29 2.70 LongboardPharm LBPH ... dd 4.80 –0.23 ... 11.75 9.00 MobivAcqn MOBV ... cc 9.50 –0.01 ...
11.66 1.90 HallmarkFin HALL ... dd 1.97 –0.08 ... 10.71 9.96 InceptionGrowth IGTA ... 77 10.63 –0.01 ... 33.75 9.13 Katapult KPLT ... dd 10.55 –0.75 ... 3.80 1.85 LoopIndustries LOOP ... dd 3.53 +0.09 ... 217.25 79.71 Moderna MRNA ... 30 80.40 –17.90 ...
59.46 29.85 HalozymeTherap HALO ... 21 35.16 –1.39 ... 0.24 0.07 InceptionGrowthRt IGTAR ... ... .15 –0.04 ... 11.32 6.58 KearnyFinancial KRNY 6.6 11 6.65 ... .11 16.60 1.63 Lottery.com LTRY ... dd 2.08 –0.83 ... 113.53 26.05 ModivCare MODV ... dd 41.85 +5.95 ...
94.33 55.95 HamiltonLane HLNE 2.2 27 79.83 –6.03.445 86.29 54.98 Incyte INCY ... 34 55.13 –2.48 ... 10.99 10.14 KeenVisionAcqn KVAC ... ... 10.22 ... ... 30.94 15.56 Lovesac LOVE ... 12 15.76 –1.00 ... 7.36 3.65 MolecularPtrs MOLN ... dd 3.95 –0.40 ...
57.00 31.02 HancockWhitney HWC 3.6 6 33.48 –1.37 .30 91.65 43.28 IndependentBank INDB 4.8 8 45.61 –1.67 .55 19.43 15.06 KellyServices A KELYA 1.7 cc 18.03 –0.32 .075 2.36 1.10 LucidDiag LUCD ... dd 1.27 +0.05 ... 79.50 1.03 Momentus MNTS ... dd 3.70 +0.59 ...

85.67 56.25 MonarchCasino MCRI 2.0 13 59.03 –2.39 .30 8.26 1.57 Novonix NVX ... dd 1.82 +0.03 ... 235.68 160.00 Paylocity PCTY ... 76 189.27 –5.70 ... 13.56 3.69 QurateRetailB QRTEB ... dd 7.91 –0.19 ... 2.26 0.54 SalemMedia SALM ... dd .65 –0.06 ...
189.15 73.58 monday.com MNDY ... dd 132.01 –8.07 ... 11.94 10.03 NubiaBrandA NUBI ... cc 10.85 ... ... 8.04 4.02 Payoneer PAYO ... cc 5.77 +0.10 ... 2.84 0.45 QurateRetailA QRTEA ... dd .49 ... ... 8.01 2.93 SanaBiotech SANA ... dd 3.06 –0.29 ...
14.25 2.98 Mondee MOND ... dd 4.37 –0.15 ... 1.75 0.51 NuCana NCNA ... dd .57 –0.10 ... 92.62 53.34 PayPal PYPL ... 15 53.39 –2.36 ... 31.45 11.04 RaptTherap RAPT ... dd 11.41 –0.83 ... 36.18 19.47 SandySpringBncp SASR 6.9 6 19.80 –0.62 .34
78.59 56.38 Mondelez MDLZ 2.7 21 64.10 +2.57 .425 15.09 4.66 NurixTherap NRIX ... dd 4.78 –1.59 ... 42.19 22.88 PeapackGladFin PGC .8 6 24.38 –0.66 .05 23.30 8.62 RBB Bancorp RBB 5.4 4 11.90 –0.63 .16 127.26 76.49 Sanfilippo JBSS .8 18 97.40 –1.84 1.20
10.43 2.30 MoneyHero MNY ... dd 2.39 –0.96 ... 39.63 23.35 Nutanix NTNX ... dd 35.89 –2.81 ... 11.00 10.06 PearlHldgsAcqnA PRLH ... 42 10.74 +0.02 ... 97.45 51.90 RCI Hospitality RICK .5 13 52.56 +0.39 .06 4.53 0.49 SangamoTherap SGMO ... dd .52 –0.04 ...
439.00 135.15 MongoDB MDB ... dd 346.28 –4.40 ... 65.50 18.19 Nuvalent NUVL ... dd 51.06 –6.93 ... 59.23 30.04 Pegasystems PEGA .3 dd 39.50 –1.06 .03 21.55 10.11 RCM Tech RCMT ... 11 18.95 –0.27 ... 5.99 2.98 SangomaTechs SANG ... dd 3.10 +0.04 ...
595.98 313.78 MonolithicPower MPWR 1.0 45 420.04 –55.71 1.00 43.81 14.29 Nuvei NVEI 2.6 cc 15.25 +0.13.0743 17.83 4.31 Peloton PTON ... dd 4.84 –0.01 ... 25.54 14.90 REGENXBIO RGNX ... dd 16.16 +0.07 ... 69.28 49.07 Sanmina SANM ... 10 50.49 –2.32 ...
55.70 24.95 Monro MNRO 4.5 23 25.00 –0.71 .28 502.66 118.87 NVIDIA NVDA .0 cc 413.87 –40.74 .04 16.39 9.26 Pennant PNTG ... 26 11.13 +0.55 ... 11.70 9.94 RF Acqn A RFAC ... cc 10.65 –0.01 ... 57.82 39.52 Sanofi SNY ... 15 52.05 –2.48 ...
60.47 42.81 MonsterBev MNST ... 37 49.98 +2.26 ... 10.34 4.36 Nyxoah NYXH ... dd 6.12 –0.79 ... 28.00 20.00 PennsWoodsBncp PWOD 6.0 8 21.24 +0.48 .32 0.28 0.07 RF Acqn Rt RFACR ... ... .18 +0.07 ... 30.81 16.18 SapiensIntl SPNS 2.0 25 25.17 –0.91 .26
10.96 2.71 MonteRosaTherap GLUE ... dd 2.74 –2.09 ... O 31.36 23.05 PeoplesBncpOH PEBO 6.1 7 25.55 –0.31 .39 5.93 2.53 RF Industries RFIL ... dd 2.93 +0.08 ... 12.60 0.65 SarcosTech&Robotic STRC ... dd .69 –0.04 ...
10.75 9.92 MontereyCapA MCAC ... dd 10.73 +0.01 ... 34.88 16.35 PeoplesBncpNC PEBK 3.5 7 21.68 +0.21 .19 24.55 16.13 RGC Resources RGCO 4.9 dd 16.24 –0.37.1975 159.89 100.15 SareptaTherap SRPT ... dd 111.20 –6.76 ...
56.00 25.05 OddityTech ODD ... ... 27.05 –1.59 ... 58.50 30.60 PeoplesFinSvcs PFIS 4.1 8 39.99 –0.47 .41 4.21 1.08 Savara SVRA ... dd 3.24 –0.03 ...
259.28 163.28 Morningstar MORN .7 cc 224.86 –0.61 .375 18.70 6.71 R1 RCM RCM ... dd 11.70 –1.50 ...
53.59 38.71 ODP ODP ... 10 43.79 +0.34 ... 20.00 4.26 PepGen PEPG ... dd 5.53 –0.12 ... 35.50 26.14 ScanSource SCSC ... 9 31.45 –0.66 ...
63.08 19.80 Morphic MORF ... dd 20.57 –1.06 ... 1.91 0.03 RVL Pharm RVLP ... dd .03 –0.04 ...
111.35 58.43 ON Semi ON ... 19 84.83 –4.31 ... 10.82 10.02 PepperLimeA PEPL ... cc 10.77 –0.01 ... 36.64 23.95 SchnitzerSteel RDUS 3.1 71 23.97 –2.45.1875
8.67 3.17 MorphoSys MOR ... 11 6.59 +0.09 ... 6.07 1.05 RackspaceTech RXT ... dd 1.34 ... ...
12.00 7.50 OP Bancorp OPBK 5.5 4 8.72 –0.12 .12 196.88 155.83 PepsiCo PEP 3.2 27 160.00 ...1.265 13.00 5.56 ScholarRock SRRK ... dd 7.64 –0.20 ...
19.93 4.26 MotorcarParts MPAA ... dd 6.78 –0.77 ... 35.18 12.03 RadNet RDNT ... dd 28.63 –0.70 ...
2.24 1.00 OPKO Health OPK ... dd 1.29 –0.06 ... 18.58 10.60 PerdoceoEduc PRDO 2.5 10 17.86 +0.40 .11 47.25 30.50 Scholastic SCHL 2.2 26 37.13 ... .20
11.24 10.27 MountainI A MCAA ... 64 11.20 –0.02 ... 23.46 14.96 Radware RDWR ... dd 15.94 –0.32 ...
11.02 9.80 OPYAcqnIA OHAA ... dd 10.48 –0.02 ... 12.00 6.80 PerellaWeinberg PWP 2.9 dd 9.51 –0.30 .07 59.24 15.85 Schrodinger SDGR ... 25 21.98 –1.47 ...
0.38 0.07 MountainCrestVRt MCAGR ... ... .18 +0.01 ... 14.48 0.82 RainOncology RAIN ... dd 1.02 +0.03 ...
975.72 729.59 OReillyAuto ORLY ... 25 907.06 –19.40 ... 96.93 55.15 Perficient PRFT ... 19 55.40 –1.77 ... 22.96 12.05 SciPlay SCPL ... 23 22.94 +0.05 ...
11.40 9.69 MountainCrestV MCAG ... dd 10.65 ... ... 10.07 3.03 Rallybio RLYB ... dd 3.38 –0.30 ...
139.90 72.10 OSI Systems OSIS ... 22 114.92 –2.43 ... 3.97 1.77 PerformantFin PFMT ... dd 2.12 –0.20 ... 12.75 5.17 scPharm SCPH ... dd 5.69 –0.52 ...
10.76 0.44 Movella MVLA ... dd .49 –0.04 ... 12.79 5.94 RamacoRscsA METC 4.2 7 11.84 +1.92 .125
21.69 17.70 OaktreeSpec OCSL11.6 16 18.90 –0.60 .55 42.75 21.28 PerionNetwork PERI ... 11 25.61 –0.36 ... 11.50 9.59 ScreamingEagleA SCRM ... 35 10.47 ... ...
7.60 3.01 Mynaric MYNA ... dd 3.30 –1.08 ... 19.80 8.50 RamacoRscsB METCB 7.9 ... 12.55 +0.56.2487
3.16 0.54 Oatly OTLY ... dd .55 –0.10 ... 11.49 6.41 Perma-PipeIntl PPIH ... 11 6.71 –0.15 ... 16.13 4.85 ScrippsEW SSP ... dd 6.13 +1.06 ...
24.21 13.92 MyriadGenetics MYGN ... dd 15.07 +0.53 ... 68.54 27.53 Rambus RMBS ... 32 54.77 –2.46 ...
24.93 12.81 OceanFirstFin OCFC 6.0 6 13.34 –0.43 .20 4.31 0.91 Personalis PSNL ... dd .95 –0.11 ... 34.96 17.93 SeacoastBkgFL SBCF 3.6 15 20.00 –0.65 .18
N 8.99 1.85 RaniTherap RANI ... dd 1.99 +0.01 ...
7.96 2.23 OcularTherapeutix OCUL ... dd 2.35 –0.14 ... 12.58 3.15 PetcoHealth WOOF ... 25 3.44 +0.28 ... 74.51 47.47 Seagate STX 4.2 dd 66.69 –1.74 .70
3.51 0.83 RapidMicro RPID ... dd .98 –0.03 ...
41.25 19.89 Napco Security NSSC 1.6 27 20.00 –0.37 .08 14.50 6.26 Oculis OCS ... ... 9.61 –1.39 ... 22.98 7.10 PetIQ PETQ ... dd 19.04 –1.48 ... 217.08 116.08 Seagen SGEN ... dd 215.50 +1.47 ...
55.61 26.49 Rapid7 RPD ... dd 49.76 +0.43 ...
48.68 27.53 NBT Bancorp NBTB 4.1 10 31.20 –1.35 .32 18.10 3.75 OfficePropIncm OPI 24.1 19 4.15 –0.30 .25 22.64 9.30 PetMedExpress PETS12.1 dd 9.94 +0.24 .30 11.78 9.76 SeaportGlblAcqnII SGII ... dd 10.74 –0.01 ...
26.00 17.95 RayzeBio RYZB ... ... 19.97 –1.49 ...
6.14 0.94 NGM Biopharm NGM ... dd .95 –0.19 ... 31.20 21.90 OhioValleyBanc OVBC 3.6 8 24.33 –0.20 .22 17.81 9.00 Pharming PHAR ... dd 10.67 –1.33 ... 10.83 9.20 SeaportGlblAcqnII SGIIU ... ... 10.82 +0.04 ...
7.69 2.10 RealGoodFood RGF ... dd 2.37 +0.07 ...
231.54 155.16 NICE NICE ... 34 156.30 –2.40 ... 91.50 44.12 Okta OKTA ... dd 75.57 –7.51 ...
26.86 1.77 Pharvaris PHVS ... dd 17.29 –1.61 ... 2.94 1.00 RealReal REAL ... dd 1.48 –0.11 ... 10.06 5.28 SecureWorks SCWX ... dd 6.42 +0.67 ...
30.14 19.02 NMI Holdings NMIH ... 7 26.82 +0.01 ... 7.10 1.54 Olaplex OLPX ... 9 1.59 –0.01 ...
17.02 5.84 PhathomPharm PHAT ... dd 9.26 –0.83 ... 16.75 4.54 RecursionPharm RXRX ... dd 5.97 –0.41 ... 8.86 5.23 SecurityNatFin SNFCA ... 6 7.11 –0.52 ...
3.25 0.97 NN NNBR ... dd 1.77 +0.02 ... 438.05 252.62 OldDomFreight ODFL .4 34 393.03 –12.05 .40
40.00 30.53 Phenixfin PFX ... 5 36.38 –1.31 ... 60.57 43.50 RedRiverBcshs RRBI .7 9 46.29 –0.28 .08 8.74 1.76 Seer SEER ... dd 1.82 +0.01 ...
1.54 0.22 NRX Pharm NRXP ... dd .30 +0.02 ... 20.19 11.66 OldNatlBncp ONB 4.0 6 13.88 –0.09 .14
16.52 11.55 PhibroAnimal PAHC 4.1 15 11.75 –0.02 .12 16.50 5.35 RedRobin RRGB ... dd 7.76 +0.71 ... 1.99 0.90 SelectaBiosci SELB ... dd 1.10 +0.02 ...
154.97 89.30 NV5Global NVEE ... 34 99.75 –5.84 ... 17.80 10.79 Old2ndBcp OSBC 1.5 6 13.58 +0.21 .05
36.46 27.30 PhillipsEdison PECO 3.3 71 33.63 –0.43.0975 51.36 37.79 RedRockResorts RRR 2.4 11 41.50 +1.03 .25 108.10 84.47 SelectiveIns SIGI 1.2 23 103.66 +1.13 .30
225.57 137.51 NXP Semicon NXPI 2.2 18 185.76 –8.741.014 13.68 2.19 OlemaPharm OLMA ... dd 10.59 –2.04 ...
11.83 10.14 PhoenixBiotech PBAX ... dd 10.87 –0.03 ... 17.68 3.08 Redfin RDFN ... dd 5.07 –0.82 ... 49.49 0.28 SelinaHosp SLNA ... ... .34 –0.03 ...
11.00 10.12 NaborsEnerIIA NETD ... ... 10.19 –0.03 ... 26.47 14.10 OlinkHolding OLK ... dd 24.75 +9.84 ...
26.98 13.86 Photronics PLAB ... 10 19.13 –1.15 ... 28.40 0.26 RedHillBio RDHL ... dd .51 +0.19 ... 4.96 0.55 Semantix STIX ... dd 1.27 –0.38 ...
2.97 0.92 NanoLabs NA ... ... 1.27 +0.10 ... 80.94 44.72 Ollie'sBargain OLLI ... 31 74.83 +0.99 ...
26.57 19.96 Pilgrim'sPride PPC ... 35 24.34 +0.33 ... 11.23 9.93 RedwoodsAcqn RWOD ... 69 10.70 +0.01 ... 12.03 10.18 SemperParatusA LGST ... 91 10.89 +0.04 ...
22.69 5.31 NanoXImaging NNOX ... dd 5.77 –0.67 ... 58.84 24.70 OlympicSteel ZEUS 1.1 13 47.57 –2.11 .125
87.88 43.31 PinnacleFinPtrs PNFP 1.4 8 61.64 –4.26 .22 0.22 0.03 RedwoodsAcqnRt RWODR ... ... .11 –0.02 ... 35.18 15.25 Semtech SMTC ... dd 16.49 –5.43 ...
11.00 1.75 Nanobiotix NBTX ... dd 6.30 –0.40 ... 128.51 74.06 OmegaFlex OFLX 1.8 34 74.25 –2.25 .33
1.45 0.30 PintecTech PT ... dd 1.11 –0.10 ... 68.56 53.80 RegencyCtrs REG 4.4 28 59.15 +0.22 .65 68.74 32.50 SenecaFoods A SENEA ... 15 53.69 +0.13 ...
13.20 1.19 NanoStringTech NSTG ... dd 1.58 –0.14 ... 11.98 1.40 OmegaTherap OMGA ... dd 1.50 –0.25 ...
2.32 1.06 Pixelworks PXLW ... dd 1.23 –0.05 ... 853.97 668.00 RegenPharm REGN ... 21 808.47 –31.16 ... 69.83 31.51 SenecaFoods B SENEB ... 16 54.22 +1.12 ...
69.22 46.88 Nasdaq NDAQ 1.7 23 50.60 +1.23 .22 7.80 0.92 Omeros OMER ... 2 1.23 –1.04 ...
16.05 11.16 PlainsAllAmPipe PAA 6.8 10 15.70 +0.24.2675 23.18 6.66 RelayTherap RLAY ... dd 6.77 –0.97 ... 1.93 0.60 SenseiBiotherap SNSE ... dd .64 –0.10 ...
63.00 34.00 Natera NTRA ... dd 40.76 –0.78 ... 10.50 1.91 OmniAb OABI ... dd 4.85 ... ...
16.70 11.79 PlainsGP PAGP 6.6 16 16.13 +0.17.2675 7.80 1.81 RelmadaTherap RLMD ... dd 3.03 –0.07 ... 1.79 1.10 SenstarTech SNT ... 11 1.23 ... ...
83.00 61.35 Nathan's NATH 3.2 13 63.00 –3.42 .50 80.37 39.22 Omnicell OMCL ... dd 39.63 –2.51 ...
9.77 5.60 PlayaHotels PLYA ... 23 6.92 –0.05 ... 27.95 8.94 RemitlyGlobal RELY ... dd 26.25 +0.03 ... 2.89 0.29 SentiBiosciences SNTI ... dd .34 +0.03 ...
55.12 40.11 NationalBeverage FIZZ ... 26 44.13 –1.10 ... 11.55 9.79 OmniLitAcqnA OLIT ... dd 10.67 +0.02 ...
5.01 2.75 Playstudios MYPS ... dd 2.81 –0.05 ... 4.04 1.05 Renalytix RNLX ... dd 1.21 +0.05 ... 4.25 1.10 SeraPrognostics SERA ... dd 1.75 –0.16 ...
6.49 1.01 NatlCineMedia NCMI ... 1 3.69 –0.16 ... 13.29 5.98 1-800-FLOWERS FLWS ... dd 7.57 +0.67 ...
12.90 7.81 Playtika PLTK ... 11 8.88 –0.52 ... 11.30 1.79 ReneoPharm RPHM ... dd 7.85 +0.44 ... 9.49 1.27 SeresTherap MCRB ... dd 1.42 –0.08 ...
47.60 34.69 NatlResearch NRC 1.1 36 42.44 +0.33 .12 5.82 3.84 180DegreeCap TURN ... dd 3.88 –0.15 ...
115.36 83.84 Plexus PLXS ... 17 90.30 –3.44 ... 6.86 4.04 ReNewEnergy RNW ... dd 5.50 +0.05 ... 11.57 6.91 ServiceProperties SVC 11.2 dd 7.12 –0.10 .20
43.82 13.71 NationalVision EYE ... 68 15.75 +1.84 ... 4.00 2.18 111 YI ... dd 2.22 –0.33 ...
36.64 13.23 PliantTherap PLRX ... dd 13.65 –1.60 ... 18.68 4.32 RepareTherap RPTX ... dd 4.35 –0.94 ... 2.37 0.61 17Educ&Tech YQ ... dd .77 –0.04 ...
488.90 188.83 NatlWesternLife NWLI .1 22 478.36 –1.98 .36 7.47 3.45 1stdibs.com DIBS ... dd 3.76 +0.17 ...
8.25 2.16 PolestarAuto PSNY ... dd 2.35 –0.48 ... 212.17 134.64 Repligen RGEN ... 60 145.97 –6.77 ... 6.22 2.13 Shapeways SHPW ... dd 2.25 –0.71 ...
10.12 5.06 NaturalAlt NAII ... 15 6.23 –0.12 ... 39.15 22.82 OneWaterMarine ONEW ... 4 24.03 +0.88 ...
10.04 6.51 PonceFinl PDLB ... dd 7.38 –0.26 ... 29.52 14.13 Replimune REPL ... dd 14.84 –0.39 ... 2.71 0.77 Sharecare SHCR ... dd 1.21 –0.03 ...
4.65 1.50 NautilusBiotech NAUT ... dd 2.35 –0.51 ... 12.00 10.05 OnyxAcqnIA ONYX ... cc 10.88 +0.03 ...
11.93 10.16 PonoCapitalThree PTHR ... 69 10.58 +0.01 ... 48.32 37.23 RepublicBcpKYA RBCAA 3.4 10 43.60 –0.67 .374 4.76 1.33 ShattuckLabs STTK ... dd 1.40 –0.04 ...
19.69 14.21 Navient NAVI 3.8 6 16.83 –0.47 .16 11.99 5.35 OpenLending LPRO ... 18 6.32 –0.21 ...
11.56 10.05 PonoCapTwoA PTWO ... cc 10.69 +0.03 ... 7.77 4.73 ReservoirMedia RSVR ... cc 5.70 –0.13 ... 23.31 15.62 ShenandoahTel SHEN .4 dd 21.94 +0.28 .08
11.17 3.11 NavitasSemi NVTS ... dd 5.59 –0.30 ... 43.25 26.03 OpenText OTEX 3.0 60 33.24 –1.24 .25
423.97 278.10 Pool POOL 1.4 23 322.17 –22.08 1.10 19.83 13.00 ResourcesConnect RGP 4.0 12 13.86 –0.04 .14 32.43 14.67 ShoalsTech SHLS ... 16 15.13 –0.94 ...
29.14 16.38 Nayax NYAX ... dd 19.28 –1.22 ... 5.41 0.92 OpendoorTech OPEN ... dd 2.18 –0.23 ...
77.45 49.34 Popular BPOP 3.6 4 60.55 –2.20 .55 16.37 11.34 RetailOppor ROIC 5.1 32 11.80 +0.05 .15 320.54 172.50 ShockwaveMed SWAV ... 31 200.05 +7.24 ...
33.73 19.58 nCino NCNO ... dd 27.60 –0.40 ... 28.58 3.92 Opera OPRA 3.6 17 10.70 –0.18 .80
25.88 13.89 Portillo's PTLO ... 65 14.73 +0.53 ... 37.98 8.14 RevanceTherap RVNC ... dd 8.46 –0.18 ... 29.47 19.24 ShoeCarnival SCVL 2.0 7 24.25 +0.58 .12
18.65 0.14 NearIntelligence NIR ... dd .17 –0.02 ... 8.06 2.19 OportunFin OPRT ... dd 5.90 –0.93 ...
23.72 18.00 PortmanRidge PTMN15.1 dd 18.32 –0.06 .69 11.25 9.86 RevelstoneCapA RCAC ... 90 10.67 ... ... 20.85 9.94 ShoreBancshares SHBI 4.8 7 10.04 –0.18 .12
4.37 0.49 NektarTherap NKTR ... dd .52 –0.02 ... 6.09 1.60 Opthea OPT ... dd 1.60 –0.22 ...
8.82 1.54 PoseidaTherap PSTX ... dd 2.35 +0.01 ... 35.60 17.47 RevolutionMed RVMD ... dd 27.97 –1.94 ... 34.10 11.23 Shyft SHYF 1.7 10 11.55 –2.44 .05
27.77 10.85 NeoGames NGMS ... dd 25.56 –0.28 ... 4.85 2.26 OpticalCable OCC ... 4 2.52 +0.03 ...
11.14 4.57 Potbelly PBPB ... 19 8.35 +1.00 ... 32.50 24.80 ReynoldsCnsmr REYN 3.6 23 25.65 +0.39 .23 4.94 1.25 Sientra SIEN ... dd 1.40 –0.55 ...
24.10 10.49 Neogen NEOG ... dd 15.05 –0.42 ... 3.63 0.90 Optinose OPTN ... dd 1.05 –0.19 ...
54.44 41.94 PotlatchDelt PCH 4.1 37 43.45 –1.42 .45 34.99 15.50 RhythmPharm RYTM ... dd 22.00 –2.98 ... 22.53 15.01 SierraBancorp BSRR 5.0 8 18.22 –0.38 .23
21.74 7.19 NerdWallet NRDS ... cc 7.23 –1.02 ... 35.87 24.23 OptionCare OPCH ... 24 32.26 +0.13 ...
91.29 21.72 PowellIndustries POWL 1.4 24 74.08 –6.47.2625 4.84 1.90 RibbonComms RBBN ... dd 1.95 –0.13 ... 15.30 2.78 SightSciences SGHT ... dd 3.68 –0.10 ...
80.53 58.08 NetApp NTAP 2.7 13 74.29 –0.67 .50 7.82 3.68 OraSureTechs OSUR ... 9 5.35 –0.03 ...
11.24 9.87 Pwr&Digital II A XPDB ... cc 10.67 +0.04 ... 27.24 10.25 RichardsonElec RELL 2.2 9 10.77 –0.03 .06 17.99 4.55 SilenceTherap SLN ... dd 7.13 –0.63 ...
110.82 53.09 NetEase NTES 1.7 18 100.62 –4.88 .525 23.39 4.73 OrchestraBioMed OBIO ... dd 5.11 –0.05 ...
99.60 59.16 PowerIntegrations POWI 1.1 45 70.61 –4.91 .19 2.04 0.67 RigelPharm RIGL ... dd .87 –0.07 ... 50.00 22.45 Silicom SILC ... 8 22.77 +0.29 ...
485.00 252.09 Netflix NFLX ... 40 400.96 +45.28 ... 5.08 1.05 OrganiGram OGI ... dd 1.07 –0.08 ...
3.49 1.81 PowerFleet PWFL ... dd 2.05 ... ... 5.83 2.01 RiminiStreet RMNI ... 43 2.04 +0.03 ... 194.68 99.57 SiliconLabs SLAB ... 49 103.06 –6.25 ...
21.83 10.85 Netgear NTGR ... dd 10.97 +0.02 ... 9.79 2.36 OricPharm ORIC ... dd 5.66 +0.09 ...
11.70 10.07 PowerUpAcqn PWUP ... 51 11.63 +0.18 ... 8.00 4.17 RiverviewBncp RVSB 4.3 7 5.59 +0.03 .06 95.33 49.50 SiliconMotion SIMO ... 21 55.06 –0.73 ...
23.19 10.54 OrthofixMed OFIX ... dd 10.99 –1.44 ...
38.02 21.15 NetScout NTCT ... 26 22.39 –4.28 ... 5.25 0.79 PraxisPrecision PRAX ... dd 1.20 –0.16 ... 36.45 11.68 Rivian RIVN ... dd 16.72 –2.58 ... 58.04 6.36 SilkRoadMed SILK ... dd 6.77 –0.86 ...
17.74 9.35 NeumoraTherap NMRA ... ... 10.48 +0.57 ... 53.50 23.46 OrthoPediatrics KIDS ... cc 25.65 +1.44 ...
2.29 0.81 Precigen PGEN ... dd 1.06 –0.14 ... 17.00 3.69 Roadzen RDZN ... 79 4.27 +0.41 ... 10.50 7.52 SilverSpikeInvt SSIC 10.0 ... 9.21 –0.21 .40
129.29 89.04 Neurocrine NBIX ... 64 110.44 –2.40 ... 92.74 52.60 OtterTail OTTR 2.5 11 70.30 –4.19.4375
1.70 0.28 PrecisionBio DTIL ... dd .30 ... ... 13.23 7.57 Robinhood HOOD ... dd 9.13 –0.01 ... 23.20 14.94 SilvercrestAsset SAMG 4.8 13 16.00 –0.21 .19
6.95 1.06 Neuronetics STIM ... dd 1.09 –0.03 ... 5.95 3.33 Outbrain OB ... dd 4.62 –0.06 ...
77.75 42.42 PreferredBankLA PFBC 3.7 6 60.09 –2.31 .55 24.65 14.86 RocketPharm RCKT ... dd 17.16 –0.39 ... 24.85 14.68 SimmonsFirstNat SFNC 5.2 7 15.47 –0.61 .20
9.73 1.22 NeuroPace NPCE ... dd 6.88 +0.87 ... 30.55 3.18 OutsetMedical OM ... dd 3.67 +0.28 ...
184.82 71.08 PreformedLine PLPC .6 10 138.59 –4.41 .20 33.09 12.26 RockyBrands RCKY 4.6 11 13.59 +1.07 .155 52.69 32.58 SimulationsPlus SLP .6 77 39.30 –1.35 .06
60.33 25.06 NewFortressEner NFE 1.2 17 32.77 –0.96 .10 39.27 14.68 Overstock OSTK ... dd 15.54 +0.52 ...
8.66 2.25 PreludeTherap PRLD ... dd 2.39 –0.03 ... 6.98 4.02 RockyMtnChoc RMCF ... dd 4.04 –0.44 ... 22.41 9.39 Sinclair SBGI 9.7 4 10.32 +0.59 .25
13.20 11.27 NewMtnFin NMFC10.2 13 12.54 –0.30 .04 4.14 1.41 OvidTherap OVID ... dd 3.47 –0.20 ...
30.80 13.60 PremierFinl PFC 7.4 5 16.68 –0.06 .31 13.24 4.10 RoivantSciences ROIV ... dd 9.66 –0.42 ... 3.00 0.32 SingularGenomics OMIC ... dd .35 –0.02 ...
12.96 7.80 NY Mortgage NYMT15.4 dd 7.81 –0.62 .30 6.27 4.76 OxfordLane OXLC19.6 dd 4.89 –0.15 .08
35.57 19.72 Premier PINC 4.3 14 19.72 –0.26 .21 98.44 38.26 Roku ROKU ... dd 59.80 –6.27 ... 7.95 3.32 SiriusXM SIRI 2.2 15 4.47 –0.38.0242
32.88 6.98 NewAmstPharma NAMS ... ... 7.05 –0.20 ... 3.70 2.60 OxfordSquare OXSQ14.3 dd 2.93 –0.17 .035
3.64 0.40 Prenetics PRE ... dd .43 ... ... 14.80 3.31 Root ROOT ... dd 9.22 –0.41 ... 142.88 74.70 SiTime SITM ... dd 107.21 –5.84 ...
16.76 6.68 NewellBrands NWL 4.0 dd 6.97 +0.18 .07 PQR 5.74 1.23 PrestoAutomation PRST ... dd 1.55 +0.11 ... 11.00 10.11 SizzleAcqn SZZL ... dd 10.87 +0.01 ...
508.90 365.11 RoperTech ROP .6 41 482.12 –15.72.6825
9.50 5.07 Newmark NMRK 2.3 29 5.28 –0.55 .03 31.36 17.32 PAM Transport PTSI ... 10 17.70 –3.02 ... 82.63 60.01 PriceSmart PSMT 1.3 19 71.79 –0.92 .46 122.70 82.14 RossStores ROST 1.2 25 115.66 +3.62 .335 29.59 17.50 SkywardSpecIns SKWD ... 24 27.76 –1.40 ...
22.32 15.00 NewsCorp A NWSA .9 82 21.21 +0.30 .10 12.74 4.90 P&FIndustries PFIN 1.6 dd 12.73 +0.08 .05 21.73 6.11 PrimeMedicine PRME ... dd 7.14 +0.03 ... 11.42 10.18 RothCHAcqnA USCT ... 27 10.86 +0.02 ... 46.07 14.76 SkyWest SKYW ... dd 37.24 –2.43 ...
23.17 15.15 NewsCorp B NWS .9 85 21.96 +0.23 .10 20.24 12.86 PCB Bancorp PCB 4.8 7 15.08 –0.18 .18 13.05 7.01 PrimisFinl FRST 5.2 14 7.66 –0.26 .10 11.36 9.96 RothCHAcqnV ROCL ... dd 10.59 +0.04 ... 123.69 80.08 Skyworks SWKS 3.0 14 92.19 –2.41 .68
20.83 10.75 NewtekOne NEWT 9.3 ... 13.40 +0.09 .18 56.68 37.76 PCConnection CNXN .6 18 52.86 –0.82 .08 37.60 23.49 PrincetonBncp BPRN 4.1 7 29.39 –0.21 .30 7.12 3.38 Rover ROVR ... dd 6.74 +0.19 ... 41.61 17.31 SleepNumber SNBR ... 42 21.71 +3.59 ...
217.76 132.30 NexstarMedia NXST 3.8 8 140.47 –0.04 1.35 6.89 3.78 PCTEL PCTI 3.2 20 6.85 +2.19 .055 96.17 65.17 PrincipalFinl PFG 3.8 11 68.07 –1.69 .65 147.82 86.75 RoyalGold RGLD 1.4 32 110.21 +1.33 .375 2.65 1.44 SmartSand SND ... 11 2.16 –0.08 ...
8.00 1.40 Next.e.GO EGOX ... dd 1.41 ... ... 111.68 38.80 PDD PDD ... 25 102.78 –3.32 ... 34.04 20.64 PriviaHealth PRVA ... 84 22.86 +1.39 ... 44.47 25.92 RoyaltyPharma RPRX 2.9 49 27.64 –0.20 .20 1.51 0.62 SmartShareGlbl EM ... dd .64 –0.07 ...
2.66 1.16 NextCure NXTC ... dd 1.29 +0.04 ... 48.02 22.28 PDF Solutions PDFS ... cc 28.66 –1.55 ... 7.75 1.95 Procaps PROC ... 3 2.21 –0.61 ... 46.30 31.13 RushEnt A RUSHA 1.7 6 39.02 –0.81 .14 14.55 8.21 Smith&Wesson SWBI 3.4 18 13.97 –0.19 .12
23.89 15.23 NextGenHlthcr NXGN ... cc 23.83 +0.01 ... 39.35 20.00 PENN Entmt PENN ... 5 20.43 +0.32 ... 27.00 8.82 ProFrac ACDC ... 7 9.46 –0.10 ... 50.05 33.07 RushEnt B RUSHB 1.5 7 44.89 –0.77 .14 12.39 7.02 SnapOne SNPO ... dd 8.54 –0.12 ...
46.55 28.24 Nextracker NXT ... 17 34.08 –1.03 ... 4.43 0.59 PLBY Group PLBY ... dd .61 +0.01 ... 62.34 46.01 ProgressSoftware PRGS 1.4 29 50.74 –1.59 .175 33.77 10.29 RxSight RXST ... dd 24.64 +0.43 ... 3.07 0.50 SoYoungIntl SY ... 38 .90 –0.23 ...
8.57 4.37 NicholasFin NICK ... dd 4.57 –0.12 ... 13.02 1.47 PMV Pharm PMVP ... dd 1.49 –0.51 ... 45.98 28.03 Progyny PGNY ... 64 31.67 –1.44 ... 112.75 61.13 Ryanair RYAAY ... 11 89.41 –2.15 ... 10.58 9.82 SocialLvgI A SLAC ... dd 10.19 ... ...
3.97 0.52 Nikola NKLA ... dd 1.02 –0.27 ... 43.34 14.82 PRA Group PRAA ... dd 15.03 –2.96 ... 10.90 9.85 ProjectEnReimag PEGR ... 48 10.45 –0.03 ... 11.70 4.24 SoFiTech SOFI ... dd 7.37 –0.75 ...
6.20 1.49 9F JFU ... dd 2.81 –0.07 ... S
47.75 25.29 ProceptBio PRCT ... dd 27.66 +0.72 ... 11.30 0.83 ProSomnus OSA ... dd .84 –0.09 ... 17.25 8.04 Sohu.com SOHU ... dd 8.13 –0.73 ...
17.88 5.50 908Devices MASS ... dd 5.62 –0.01 ... 152.09 106.80 PTC PTC ... 53 137.75 –5.11 ... 7.83 5.70 ProspectCapital PSEC12.4 dd 5.81 –0.11 .06 38.43 24.93 S&T Bancorp STBA 4.9 7 25.93 –1.05 .32 5.71 1.27 SolGelTech SLGL ... dd 1.52 –0.08 ...
10.17 10.08 99Acqn NNAG ... ... 10.13 –0.01 ... 59.84 19.70 PTC Therap PTCT ... dd 23.21 +2.82 ... 30.10 7.24 ProtagonistTherap PTGX ... dd 14.42 –1.02 ... 312.34 185.23 SBA Comm SBAC 1.8 41 191.88 –9.69 .85 345.80 72.37 SolarEdgeTech SEDG ... 16 82.90 –36.86 ...
0.25 0.19 99AcqnRt NNAGR ... ... .22 ... ... 90.05 58.47 Paccar PCAR 1.3 12 81.58 –2.19 .27 4.18 1.39 ProtaraTherap TARA ... dd 1.42 –0.24 ... 3.87 1.15 SCYNEXIS SCYX ... 3 1.86 –0.10 ... 8.20 2.04 SolidBiosci SLDB ... dd 2.10 –0.06 ...
6.19 2.01 NiuTech NIU ... dd 2.02 –0.29 ... 14.55 6.47 PacBiosciCA PACB ... dd 7.39 –0.59 ... 79.65 43.49 Prothena PRTA ... dd 43.79 –0.29 ... 64.69 46.71 SEI Investments SEIC 1.6 19 55.00 –1.42 .43 6.05 1.42 SolidPower SLDP ... dd 1.44 –0.32 ...
13.19 1.28 Nkarta NKTX ... dd 2.20 +0.66 ... 37.50 17.53 PacificPremBncp PPBI 6.4 7 20.54 –0.52 .33 14.98 11.61 ProvidentFin PROV 4.5 10 12.50 –0.08 .14 29.51 11.14 SI-BONE SIBN ... dd 17.08 –0.06 ... 3.79 1.73 SomaLogic SLGC ... dd 2.25 +0.48 ...
12.88 2.86 NKGenBiotech NKGN ... dd 2.99 –0.01 ... 54.78 28.31 PaciraBioSci PCRX ... dd 28.51 –0.63 ... 20.08 11.57 PubMatic PUBM ... cc 11.69 –0.32 ... 10.21 4.22 SIGA Tech SIGA .0 13 5.16 –0.28 .45 48.20 5.40 Sonder SOND ... dd 7.17 –0.03 ...
15.91 8.22 nLIGHT LASR ... dd 8.99 –0.28 ... 12.46 6.85 PactivEvergreen PTVE 5.0 dd 8.08 +0.18 .10 14.85 4.07 Pulmonx LUNG ... dd 8.47 +0.48 ... 10.88 9.95 SKGrowthOppsA SKGR ... 44 10.75 ... ... 21.98 10.82 Sonos SONO ... dd 11.19 +0.22 ...
11.42 0.40 noco-noco NCNC ... 6 .42 –0.27 ... 30.07 2.48 PacWestBancorp PACW .5 dd 7.35 –0.23 .01 5.16 2.08 PumaBiotech PBYI ... dd 2.30 –0.06 ... 17.93 10.81 SLM SLM 3.3 9 13.14 +0.05 .11 5.77 1.69 SophiaGenetics SOPH ... dd 3.04 –0.07 ...
19.65 0.30 Nogin NOGN ... dd .35 –0.12 ... 265.90 132.22 PaloAltoNtwks PANW ... cc 243.10 –16.30 ... 38.90 19.52 PureTechHealth PRTC ... dd 20.00 –2.05 ... 16.09 12.71 SLR Invt SLRC11.3 14 14.56 –0.51.1367 19.40 5.78 SoteraHealth SHC ... dd 13.17 –0.19 ...
6.55 2.17 Noodles NDLS ... dd 2.28 +0.06 ... 90.08 43.64 Palomar PLMR ... 22 49.35 –1.63 ... 6.76 1.26 PurpleInnovation PRPL ... dd 1.28 –0.07 ... 29.99 12.58 SMART Global SGH ... ... 13.49 +0.39 ... 2.50 1.50 SotherlyHotels SOHO ... 5 1.51 –0.10 ...
253.40 202.57 Nordson NDSN 1.3 25 215.32 –7.28 .68 97.78 61.79 PapaJohn's PZZA 2.8 31 65.08 –0.47 .46 9.63 4.44 Puyi PUYI ... dd 5.60 +0.38 ... 104.72 1.20 SMXSecurityMatters SMX ... ... 2.00 –0.27 ... 5.11 0.93 SoundHoundAI SOUN ... dd 1.71 –0.07 ...
49.18 33.15 NortheastBank NBN .1 7 43.55 +0.31 .01 11.63 9.35 PapayaGrowthI A PPYA ... 31 10.70 +0.01 ... 6.92 1.10 PyxisOncology PYXS ... dd 1.64 –0.36 ... 1.86 0.66 SPI Energy SPI ... dd .68 –0.03 ... 31.96 18.75 SouthPlainsFin SPFI 2.1 7 25.18 –1.46 .13
14.35 10.10 NorthernTechsIntl NTIC 2.2 34 12.57 –0.14 .07 29.51 14.07 ParamountA PARAA 1.4 dd 14.47 –0.44 .05 57.18 35.14 QCR Holdings QCRH .5 7 47.74 –0.77 .06 52.40 31.52 SP Plus SP ... 26 50.18 –0.93 ... 91.56 59.51 SouthState SSB 3.2 9 65.56 –1.31 .52
100.25 64.26 NorthernTrust NTRS 4.7 12 64.28 –3.14 .75 25.93 11.39 ParamountB PARA 1.7 dd 11.50 –0.40 .05 25.49 9.47 QifuTechnology QFIN 5.7 4 13.91 –2.51 .50 196.39 116.58 SPS Commerce SPSC ... 96 159.70 –7.42 ... 49.96 20.75 SouthernFirstBcsh SFST ... 15 27.04 +0.13 ...
16.13 8.74 NorthfieldBanc NFBK 5.9 8 8.75 –0.28 .13 24.60 10.30 Park-Ohio PKOH 2.1 dd 23.46 +0.34 .125 2.14 0.70 QilianIntl QLI .0 18 .73 –0.03 .05 64.52 46.79 SS&C Tech SSNC 1.9 21 50.08 –1.04 .24 54.11 30.28 SoMO Bancorp SMBC 2.1 10 39.30 –1.17 .21
56.77 33.29 NorthrimBanCorp NRIM 5.9 8 39.19 –1.06 .60 1.92 0.61 PassageBio PASG ... dd .66 ... ... 114.59 79.75 Qorvo QRVO ... dd 90.00 –0.92 ... 17.74 12.44 SSR Mining SSRM 2.0 17 14.14 +0.41 .07 31.00 19.61 SouthernStBcsh SSBK 1.6 6 22.25 –0.35 .09
10.85 9.93 NorthViewAcqn NVAC ... 43 10.81 –0.01 ... 60.49 36.45 PathwardFinl CASH .5 8 43.85 –3.41 .05 139.94 101.47 Qualcomm QCOM 2.9 14 108.63 –0.03 .80 19.99 15.26 SWK Holdings SWKH ... 13 15.85 –0.01 ... 40.38 25.38 SouthsideBcshs SBSI 5.1 8 27.56 –0.41 .35
0.20 0.06 NorthViewRt NVACR ... ... .11 ... ... 17.46 12.25 PatriaInvts PAX 7.2 21 13.26 –0.44 .251 165.03 101.10 Qualys QLYS ... 49 155.79 –5.23 ... 14.72 10.08 SabraHealthcare SBRA 8.5 dd 14.04 –0.19 .30 22.73 12.74 SovosBrands SOVO ... dd 22.46 +0.08 ...
15.35 9.80 NorthwestBcshs NWBI 8.2 9 9.81 –0.35 .20 11.97 10.18 PatriaLatAm PLAO ... 33 11.02 +0.02 ... 28.99 1.96 QuantaSing QSG ... dd 2.73 +0.41 ... 7.92 2.99 Sabre SABR ... dd 3.75 +0.05 ... 37.75 20.57 SpartanNash SPTN 3.7 27 23.00 +0.12 .215
40.60 25.58 NorthwestPipe NWPX ... 10 27.22 –1.98 ... 87.36 42.78 PatrickIndustries PATK 2.4 10 73.73 +1.58 .45 28.77 8.52 Quanterix QTRX ... dd 19.54 –0.93 ... 92.61 65.78 SafetyInsurance SAFT 4.9 30 72.89 +2.64 .90 15.40 4.75 Spectaire SPEC ... dd 4.97 –5.33 ...
61.24 45.97 NorthWesternEner NWE 5.4 16 47.09 –1.32 .64 12.00 6.40 PatriotNatBncp PNBK ... 8 6.73 –0.06 ... 2.00 0.50 Quantum QMCO ... dd .51 –0.09 ... 29.18 19.07 SagaComm SGA 5.0 15 20.00 –0.45 .25 2.15 1.06 SperoTherap SPRO ... dd 1.07 –0.06 ...
34.75 23.00 NorwoodFin NWFL 4.5 8 25.59 +0.71 .29 9.80 6.95 PatriotTransport PATI ... 11 8.06 +0.14 ... 3.90 1.20 Quantum-Si QSI ... dd 1.26 –0.08 ... 11.72 10.00 SagaliamAcqnA SAGA ... dd 11.08 –0.06 ... 148.50 69.15 Splunk SPLK ... dd 147.53 –0.41 ...
131.51 69.55 Nova NVMI ... 23 96.43 –9.63 ... 34.53 25.15 Patterson PDCO 3.4 14 30.20 +0.78 .26 5.40 1.07 Quhuo QH ... 33 1.31 –0.31 ... 0.28 0.05 SagaliamAcqnRt SAGAR ... ... .14 +0.01 ... 15.97 7.53 SpokHoldings SPOK 8.8 8 14.27 –0.69.3125
187.61 118.90 Novanta NOVT ... 63 135.36 –12.27 ... 19.81 9.70 PattersonUTIEn PTEN 2.3 9 13.68 –0.10 .08 102.00 63.82 QuidelOrtho QDEL ... cc 67.18 –0.84 ... 59.99 16.52 SageTherap SAGE ... dd 18.40 –1.18 ... 15.57 8.41 Sportradar SRAD ... dd 8.76 –0.24 ...
25.66 5.61 Novavax NVAX ... dd 6.43 –0.62 ... 129.70 104.09 Paychex PAYX 3.1 26 116.00 –1.98 .89 1.93 0.54 QuinceTherap QNCX ... dd .99 ... ... 18.33 4.50 Sagimet SGMT ... ... 4.94 –0.60 ... 10.62 2.98 SportsmansWrhs SPWH ... 43 5.17 +0.24 ...
120.03 13.46 Novocure NVCR ... dd 14.56 +0.35 ... 31.54 20.50 PaycorHCM PYCR ... dd 23.09 –1.31 ... 18.18 6.79 QuinStreet QNST ... dd 10.40 +1.05 ... 443.85 180.17 Saia SAIA ... 30 383.09 –7.98 ... 13.45 10.00 SportsMapTech SMAP ... dd 10.72 ... ...
D ATA NASDAQ ISSUES FOREIGN MARKETS

10.79 10.00 SpringValleyII A SVII ... 51 10.74 +0.02 ... 36.60 22.31 Torm TRMD24.4 3 28.71 +0.02 1.50 33.12 14.88 Veritex VBTX 4.6 6 17.35 –0.79 .20 2.82 0.73 Vroom VRM ... dd .92 –0.06 ... 252.72 128.72 Workday WDAY ... dd 211.16 –3.73 ...
0.29 0.10 SpringValleyII Rt SVIIR ... ... .14 ... ... 46.50 21.43 TowerSemi TSEM ... 9 21.96 –0.02 ... 10.99 2.18 Veritone VERI ... dd 2.43 +0.10 ... 7.12 3.04 WaveLifeSci WVE ... dd 5.51 –0.04 ... 160.07 58.44 WorldAcceptance WRLD ... 12 111.39 –12.40 ...
34.16 21.04 SpringWorks SWTX ... dd 21.98 –0.71 ... 33.42 21.22 TowneBank TOWN 4.5 9 22.03 –0.47 .25 26.44 9.76 VeronaPharma VRNA ... dd 12.86 –0.55 ... 234.69 145.16 WD-40 WDFC 1.6 42 203.42 +2.32 .83 117.86 53.81 WynnResorts WYNN 1.1 dd 87.60 –2.68 .25
44.24 26.35 SproutsFarmers SFM ... 18 42.39 –0.82 ... 251.17 187.55 TractorSupply TSCO 2.1 20 195.27 –5.47 1.03 8.70 2.02 VerricaPharm VRCA ... dd 3.53 –0.12 ... 51.77 29.59 WSFS Financial WSFS 1.7 7 34.35 –0.93 .15 XYZ
3.57 0.95 SpruceBio SPRB ... dd 1.18 –0.41 ... 91.85 39.43 TradeDesk TTD ... cc 74.06 –6.18 ... 9.02 6.37 VersaBank VBNK 1.0 8 7.42 –0.08.0188 13.31 3.28 WW Intl WW ... dd 9.95 –1.05 ...
81.81 37.01 StaarSurgical STAA ... 83 41.72 +1.31 ... 87.53 52.44 Tradeweb TW .4 51 81.39 –1.78 .09 10.39 1.59 XIAO-I AIXI ... ... 1.65 –0.39 ...
24.72 11.92 Vertex VERX ... dd 22.90 –0.53 ... 39.17 23.90 WaFd WAFD 4.1 7 24.49 –0.71 .25
9.23 3.97 Stagwell STGW ... dd 4.19 +0.17 ... 0.44 0.09 TrailblazerI Rt TBMCR ... ... .13 –0.02 ... 26.00 13.48 XOMA XOMA ... dd 17.05 +0.44 ...
375.93 282.21 VertexPharm VRTX ... 28 361.86 –9.14 ... 3.71 1.58 Wag! PET ... dd 1.75 ... ...
3.16 0.92 StdBioTools LAB ... dd 2.04 +0.45 ... 27.71 10.30 XP XP 11.1 17 21.14 –0.27 .58
10.37 10.08 TrailblazerI A TBMC ... cc 10.36 ... ... 40.88 8.93 VerveTherap VERV ... dd 9.28 –2.42 ... 42.29 20.48 WalgreensBoots WBA 9.0 dd 21.26 –1.99 .48
25.03 16.57 StarBulkCarriers SBLK13.2 7 19.33 –0.38 .40 6.69 3.00 XBiotech XBIT ... dd 3.78 –0.16 ...
9.44 3.63 TransActTechs TACT ... 13 6.06 –0.03 ... 38.10 5.81 ViaRenewables VIA 61.4 dd 5.90 –0.52.9063 11.90 6.87 WalkMe WKME ... dd 8.95 +0.43 ...
1.59 0.65 StarEquity STRR ... 1 .89 –0.04 ... 72.99 53.73 XcelEnergy XEL 3.6 18 58.10 –0.76 .52
115.41 65.60 Transcat TRNS ... 68 93.65 –1.85 ... 7.21 3.15 ViantTech DSP ... dd 5.15 –0.27 ... 16.34 8.82 WarnerBrosA WBD ... dd 10.33 –0.04 ...
20.79 11.28 Star STHO ... dd 11.28 –0.72 ... 38.20 18.17 Xencor XNCR ... dd 18.19 –0.66 ...
99.63 40.60 TransMedics TMDX ... dd 41.37 –1.38 ... 47.35 15.02 ViaSat VSAT ... dd 21.10 +2.74 ... 38.76 22.63 WarnerMusic WMG 2.2 39 31.58 –0.80 .17
43.75 31.79 XenonPharm XENE ... dd 33.24 –1.90 ...
115.48 82.43 Starbucks SBUX 2.4 29 94.19 +2.71 .57 10.86 4.10 Travelzoo TZOO ... 8 5.22 +0.07 ... 12.40 8.84 Viatris VTRS 5.2 6 9.30 –0.03 .12 50.93 22.26 WashTrBcp WASH 9.1 7 24.58 –1.12 .56
3.07 0.97 XerisBiopharma XERS ... dd 1.74 +0.16 ...
5.90 2.51 StealthGas GASS ... 5 5.18 ... ... 23.28 6.66 TravereTherap TVTX ... dd 7.23 +0.13 ... 15.32 7.52 ViaviSolutions VIAV ... 69 7.56 –0.33 ... 17.70 9.90 WaterstoneFinl WSBF 6.0 17 9.95 –0.59 .15 18.00 11.80 Xerox XRX 7.3 dd 13.74 –0.57 .25
136.46 86.08 SteelDynamics STLD 1.7 6 98.95 –6.96 .425 27.97 9.56 TreaceMed TMCI ... dd 9.91 –0.20 ... 98.38 38.71 Vicor VICR ... 61 51.78 –1.66 ... 98.97 33.68 WeatherfordIntl WFRD ... 27 92.97 –2.61 ... 4.92 1.66 XilioTherap XLO ... dd 1.94 +0.19 ...
32.39 19.83 StepStone STEP 3.0 cc 28.23 –1.77 .21 8.99 3.21 TremorIntl TRMR ... dd 3.37 –0.02 ... 34.97 25.34 VictoryCapital VCTR 4.1 9 29.19 –1.55 .32 25.57 10.02 Weibo WB .0 9 11.51 –0.75 .85 63.90 12.45 Xometry XMTR ... dd 15.87 –1.25 ...
56.12 40.19 Stericycle SRCL ... cc 40.70 –1.00 ... 3.50 1.62 TreviTherap TRVI ... dd 1.79 –0.24 ... 116.40 3.90 View VIEW ... dd 3.94 +0.02 ... 11.68 10.00 WelsbachTech WTMA ... dd 10.78 +0.11 ... 2.23 0.85 Xunlei XNET ... 6 1.53 –0.10 ...
20.43 10.58 SterlingCheck STER ... cc 12.27 –0.65 ... 58.62 28.66 TriCoBancshares TCBK 3.9 8 30.71 –0.69 .30 16.65 4.68 VigilNeurosci VIGL ... dd 7.41 +1.57 ... 0.27 0.04 WelsbachTechRt WTMAR ... ... .10 –0.01 ... 15.89 2.70 Y-mAbsTherap YMAB ... dd 5.26 –0.04 ...
84.00 23.90 SterlingInfr STRL ... 21 70.03 –1.97 ... 31.89 21.41 TriMas TRS .7 21 23.47 –0.64 .04 25.72 3.54 VikingTherap VKTX ... dd 10.03 –0.92 ... 23.90 18.19 Wendy's WEN 5.2 21 19.15 +0.56 .25 47.23 35.54 YorkWater YORW 2.3 24 35.63 –1.11.2027
37.85 27.87 StevenMadden SHOO 2.5 15 33.23 +1.27 .21 62.40 45.43 Trimble TRMB ... 35 48.79 –1.12 ... 24.86 20.25 VillageSuper A VLGEA 4.1 7 24.20 +0.27 .25 4.57 1.39 WerewolfTherap HOWL ... dd 2.04 –0.27 ... 11.73 9.90 YottaAcqn YOTA ... cc 10.64 –0.04 ...
6.03 2.63 StitchFix SFIX ... dd 3.39 +0.36 ... 1.41 0.48 TrinityBiotech TRIB ... dd .48 –0.04 ... 5.19 3.07 Vimeo VMEO ... dd 3.11 –0.19 ... 50.31 35.84 WernerEnterprises WERN 1.5 13 37.81 –0.85 .14 10.30 0.56 Yunji YJ ... dd .89 +0.18 ...
78.71 38.34 StockYardsBncp SYBT 3.1 10 39.08 –0.68 .30 15.37 10.23 TrinityCapital TRIN13.9 19 13.65 –0.23 .05 11.83 7.70 VinciPartners VINP 7.4 14 9.89 –0.32 .20 41.37 19.84 WesBanco WSBC 5.9 8 23.67 –0.63 .35 49.81 20.98 ZaiLab ZLAB ... dd 23.91 –1.31 ...
16.48 3.37 StokeTherap STOK ... dd 3.73 –0.37 ... 43.59 19.25 Trip.com TCOM ... 24 32.09 –0.95 ... 93.00 5.25 VinFastAuto VFS ... dd 5.38 –2.60 ... 25.80 15.04 WestBancorp WTBA 6.5 8 15.41 –0.31 .25 10.91 0.31 ZappEV ZAPP ... dd .33 –0.18 ...
14.83 8.09 StoneCo STNE ... 21 9.95 +0.24 ... 27.30 14.39 Tripadvisor TRIP ... dd 14.92 –0.82 ... 3.99 0.47 VintageWineEstates VWE ... dd .56 –0.15 ... 63.86 35.52 WestamericaBncp WABC 3.9 8 45.67 +2.31 .44 351.74 201.01 ZebraTech ZBRA ... 16 204.55 –2.37 ...
106.35 74.43 StoneX SNEX ... 8 87.76 –4.18 ... 16.24 4.57 TriSalusLifeSci TLSI ... dd 4.85 –0.05 ... 1.60 0.70 ViomiTech VIOT ... dd .91 –0.03 ... 47.14 29.73 WesternDigital WDC ... dd 42.86 –2.84 ... 31.46 15.55 ZentalisPharm ZNTL ... dd 17.95 –0.99 ...
21.72 11.04 Stratasys SSYS ... dd 11.58 +0.19 ... 2.42 0.27 TritiumDCFC DCFC ... dd .30 –0.08 ... 31.55 8.09 VirBiotech VIR ... dd 8.45 +0.08 ... 10.25 5.58 WestNewEngBncp WNEB 4.0 7 6.93 –0.04 .07 6.36 0.63 ZeroFox ZFOX ... dd .67 –0.09 ...
98.22 63.44 StrategicEd STRA 3.0 53 80.60 +0.11 .60 72.62 45.08 TriumphFinl TFIN ... 32 60.29 +0.79 ... 4.53 0.67 ViractaTherap VIRX ... dd .75 +0.04 ... 13.40 5.14 WestportFuelSys WPRT ... dd 5.39 +0.01 ... 6.44 4.05 ZevraTherapeutics ZVRA ... dd 4.21 –0.26 ...
31.04 16.06 Strattec STRT ... dd 23.01 +0.15 ... 2.03 0.93 trivago TRVG ... dd 1.02 –0.06 ... 8.24 3.54 VircoMfg VIRC ... 4 6.97 +0.36 ... 14.71 8.02 WestrockCoffee WEST ... dd 8.56 +0.34 ... 94.59 58.08 ZiffDavis ZD ... 33 62.34 +0.54 ...
30.57 18.51 StratusProp STRS ... dd 26.67 –0.92 ... 3.49 1.31 TrueCar TRUE ... dd 1.93 –0.09 ... 23.38 16.26 VirtuFinancial VIRT 5.3 13 18.22 +0.21 .24 28.95 20.30 WeycoGroup WEYS 3.7 8 27.39 +0.77 .25 55.68 28.03 Zillow A ZG ... dd 37.81 –3.77 ...
12.50 3.58 StrongholdDig SDIG ... dd 4.20 +0.11 ... 69.15 18.45 Trupanion TRUP ... dd 22.71 –2.72 ... 248.23 144.98 VirtusInvtPtrs VRTS 4.4 9 170.94 –10.70 1.90 25.38 12.67 Willdan WLDN ... cc 18.60 –0.99 ... 57.19 27.93 Zillow C Z ... dd 38.96 –3.84 ...
69.10 20.80 StructureTherap GPCR ... dd 67.52 +2.47 ... 39.36 26.18 TrustcoBank TRST 5.5 7 26.18 –0.19 .36 11.85 10.12 VisionSensingA VSAC ... cc 11.05 –0.02 ... 65.19 37.01 WillisLease WLFC ... 7 40.15 –1.85 ... 15.50 5.05 ZimVie ZIMV ... dd 7.59 –0.64 ...
29.73 17.06 SummitFin SMMF 4.0 6 21.98 –0.67 .22 38.47 20.28 Trustmark TRMK 4.4 12 20.70 –0.20 .23 171.66 119.35 Visteon VC ... 27 126.74 –4.02 ... 258.93 195.29 WillisTowers WTW 1.6 21 205.85 –7.39 .84 56.10 18.26 ZionsBancorp ZION 5.5 6 29.96 –4.61 .41
18.67 12.36 SummitStateBk SSBI 3.3 6 14.61 –0.89 .12 6.03 1.45 TScanTherap TCRX ... dd 3.15 –0.22 ... 33.29 7.39 VitaCoco COCO ... 49 24.51 –1.77 ... 1.85 0.56 WiMiHologram WIMI ... dd .62 –0.07 ... 89.67 60.45 ZoomVideo ZM ... cc 61.71 –1.04 ...
5.78 0.66 SummitTherap SMMT ... dd 1.85 +0.17 ... 2.90 0.53 Tuniu TOUR ... dd .89 –0.16 ... 18.18 10.00 VitalFarms VITL ... 28 10.57 –0.19 ... 223.77 116.08 Wingstop WING .5 86 179.33 +3.98 .22 47.77 15.53 ZoomInfoTech ZI ... 55 16.99 +0.14 ...
23.80 13.74 SunCountryAir SNCY ... 11 14.10 +0.01 ... 13.20 1.83 TurnstoneBiologics TSBX ... ... 2.55 –0.50 ... 23.99 11.65 Vitru VTRU ... 13 14.15 –0.88 ... 419.42 229.90 Winmark WINA .8 36 408.12 +14.429.40 177.69 84.93 Zscaler ZS ... dd 162.19 –6.33 ...
11.67 2.79 SunOpta STKL ... dd 3.80 +0.25 ... 13.26 6.17 TurtleBeach HEAR ... dd 8.20 –0.46 ... 9.89 5.75 VividSeats SEAT ... 14 5.98 –0.51 ... 97.81 57.48 WintrustFinl WTFC 2.2 7 74.14 +0.56 .40 28.97 13.19 Zumiez ZUMZ ... dd 17.01 +1.20 ...
24.97 4.73 SunPower SPWR ... 18 5.09 –0.53 ... 6.73 0.75 TuSimple TSP ... dd 1.02 –0.04 ... 12.65 8.93 Vodafone VOD 10.3 2 9.26 –0.18.4707 8.00 1.35 WISeKey WKEY ... dd 1.42 –0.14 ... 10.80 5.63 Zymeworks ZYME ... 3 7.19 +0.69 ...
33.33 9.55 SunRun RUN ... 26 9.85 –1.67 ... 3.50 0.79 23andMe ME ... dd .82 –0.03 ... 7.57 1.89 VorBiopharma VOR ... dd 2.26 –0.14 ... 102.82 66.18 Wix.com WIX ... dd 83.16 +0.09 ... 17.25 6.88 Zynex ZYXI ... 16 7.34 –0.63 ...
357.00 60.64 SuperMicroComp SMCI ... 22 248.58 –36.62 ... 14.70 8.60 TwinDisc TWIN ... 18 13.59 +0.28 ... 14.34 4.77 VoyagerTherap VYGR ... 3 6.84 –0.55 ... 133.15 84.87 Woodward WWD .7 37 124.11 –3.30 .22 25.00 0.11 ZyVersaTherap ZVSA ... dd .13 ... ...
12.58 7.14 SuperiorGroup SGC 7.0 dd 7.96 +0.35 .14 40.50 11.46 TwistBiosci TWST ... dd 16.75 –0.23 ...
42.09 23.57 SupernusPharm SUPN ... 34 24.31 –0.53 ... 17.56 3.01 2seventybio TSVT ... dd 3.76 –0.66 ...
45.79 20.46 SurgeryPartners SGRY ... dd 24.58 +1.05 ... 13.15 2.00 2U TWOU ... dd 2.13 +0.07 ...
39.41 16.00 Surmodics SRDX ... dd 29.54 –0.11 ... 19.74 6.25 TyraBiosciences TYRA ... dd 14.05 –0.09 ...
8.72
64.14
3.03
8.75
SutroBioph
Symbotic
STRO ...
SYM ...
dd
dd
3.19
41.37
–0.75 ...
+2.13 ...
U Europe Asia
142.14 67.73 Synaptics SYNA ... 50 90.43 –4.49 ... 107.57 66.17 UFP Inds UFPI 1.3 10 94.83 –2.97 .30
29.86 11.34 SyndaxPharm SNDX ... dd 11.51 –0.48 ... 92.68 50.68 UMB Fin UMBF 2.5 8 60.91 –0.88 .38 Drumbeat: Escalating war, and a drop in semiconductor gear Jitters: China’s growth slowed in the Sept. quarter, but not
502.66 269.88 Synopsys SNPS ... 70 467.64 –22.03 ... 5.80 2.31 UPFintech TIGR ... 28 4.54 –0.54 ... maker ASML, weighed on Europe’s bourses. as much as feared. Geopolitics weighed on stocks, however.
2.30 1.73 SyprisSolutions SYPR ... dd 1.99 +0.01 ... 14.14 8.56 USCB Financial USCB ... 11 10.53 –1.27 ...
5.67 2.09 SyrosPharm SYRS ... dd 2.21 –0.38 ... 226.47 107.96 US Lime&Min USLM .4 18 202.03 –6.01 .20
6.60 0.60 uCloudlink UCL ... dd 1.90 –0.10 ... -3.50% S&P Europe BMI -2.60% S&P Pan Asia BMI
T
17.26 8.17 Udemy UDMY ... dd 9.21 –0.31 ... Greece 0.93 -0.77 Malaysia
13.18 5.68 TelaBio TELA ... dd 5.72 –0.48 ... 556.60 369.84 UltaBeauty ULTA ... 15 371.85 –7.58 ...
15.15 11.05 TFS Finl TFSL10.2 39 11.07 –0.49.2825 40.80 24.70 UltraClean UCTT ... 46 24.76 –1.79 ... -2.17 Spain -1.02 India
10.95 10.00 TGVentureAcqn TGVC ... dd 10.80 –0.10 ... 54.98 31.62 UltragenyxPharm RARE ... dd 33.12 –0.45 ...
11.35 10.11 TLGY Acqn A TLGY ... cc 10.98 +0.01 ...
-2.55 U.K. -1.91 Taiwan
11.85 3.67 Ultralife ULBI ... 65 10.24 –0.43 ...
3.20 0.51 TMCthemetals TMC ... dd .86 –0.02 ... 27.99 20.07 UnionBankshares UNB 5.7 9 25.36 –0.05 .36 -2.56 France -1.95 Philippines
10.78 10.10 TMT Acqn TMTC ... cc 10.45 –0.01 ... 28.26 5.95 uniQure QURE ... dd 6.18 –0.36 ...
1.88 0.19 TMT Acqn Rt TMTCR ... ... .31 ... ...
-2.83 Italy -2.09 Australia
58.23 35.07 UnitedAirlines UAL ... 4 35.09 –3.63 ...
154.38 124.92 T-MobileUS TMUS 1.9 27 136.99 –4.68 .65 44.15 26.07 UnitedBkshrsWV UBSI 5.5 9 26.22 –0.20 .36 -2.84 Germany -2.30 Japan
44.43 24.74 TPG TPG 4.4 cc 27.08 –3.12 .22 39.50 20.37 UtdCmtyBks UCBI 4.0 10 22.77 –2.15 .23
14.80 1.95 TPIComposites TPIC ... dd 1.99 –0.43 ... 33.97 18.41 UnitedFire UFCS 3.2 dd 20.15 +0.85 .16
-3.01 Norway -2.82 Indonesia
134.64 95.75 T.RowePrice TROW 5.1 14 96.33 –4.32 1.22 14.41 6.06 UnitedGuardian UG 3.1 13 6.54 –0.06 .10 -3.54 Belgium -2.84 Hong Kong
54.20 21.98 TTEC TTEC 4.7 16 22.19 –0.32 .52 8.38 5.50 UnitedSecBcshrs UBFO 6.7 6 7.19 +0.09 .12
17.46 11.13 TTM Tech TTMI ... 25 12.05 –0.41 ... 283.09 204.44 UnitedTherap UTHR ... 13 225.43 –7.73 ...
-3.79 Netherlands -2.97 South Korea
4.45 1.52 Taboola TBLA ... dd 3.55 –0.11 ... 8.04 2.94 Uniti UNIT14.0 dd 4.30 –0.24 .15 -4.71 Switzerland -3.05 New Zealand
10.43 3.15 TabulaRasaHlth TRHC ... dd 10.39 –0.01 ... 29.88 20.01 UnityBancorp UNTY 2.1 6 22.78 –0.96 .12
26.11 6.52 TactileSystems TCMD ... cc 11.17 +0.02 ... 5.72 1.46 UnityBiotech UBX ... dd 1.86 +0.11 ...
-5.03 Sweden -3.45 Singapore
153.84 90.00 TakeTwoSoftware TTWO ... dd 140.58 –2.25 ... 166.57 89.52 UnivDisplay OLED .9 36 156.47 –3.94 .35 -5.08 Finland -3.64 Thailand
58.82 16.03 TandemDiabetes TNDM ... dd 19.32 +1.78 ... 25.91 7.59 UnvlElectronics UEIC ... dd 8.52 +0.71 ...
13.03 2.47 TangoTherap TNGX ... dd 7.54 –0.15 ... 45.00 23.63 UnivLogistics ULH 1.8 5 23.82 –0.40 .105
-5.29 Denmark -4.63 China
6.20 1.80 TarenaIntl TEDU ... dd 1.91 –0.03 ... 16.99 6.55 UnvlStainless USAP ... dd 12.10 +0.68 ...
11.84 10.07 TargetGlbl I A TGAA ... 47 10.93 ... ... Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
12.48 0.75 UniversePharm UPC ... dd .78 –0.30 ...
25.25 11.33 TarsusPharm TARS ... dd 13.11 +0.13 ... 29.06 16.11 UnivestFin UVSP 5.0 6 16.90 +0.17 .21
24.10
9.00
3.89
7.95
4.97
0.50
TaskUs
TatTechnologies
TayshaGene
TASK ...
TATT ...
TSHA ...
22
31
dd
8.91
7.74
2.13
+0.73 ...
–0.16 ...
–0.13 ...
36.17
9.71
16.96
2.42
Upbound
UplandSoftware
UPBD 5.0
UPLD ...
dd
dd
27.15
3.66
–1.61 .34
–0.46 ... Key Foreign Stock Market Indexes
72.58 11.93 Upstart UPST ... dd 24.69 –2.44 ... Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
12.25 10.15 Tech&TelecomA TETE ... 84 11.40 +0.08 ... 15.88 6.56 Upwork UPWK ... dd 10.92 –0.20 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
67.84 26.00 TechTarget TTGT ... 32 26.53 –0.01 ... 37.82 22.10 UrbanOutfitters URBN ... 14 33.28 +1.67 ... Amsterdam AEX 716.24 –2.41 +27.23 +3.95 Milan FTSE All Share 29547 –1.64 +3827.26 +14.88
6.82 4.38 Ericsson ERIC 3.7 dd 4.49 –0.28.0873 24.13 7.08 UroGenPharma URGN ... dd 11.89 –1.21 ...
22.75 6.00 Telesat TSAT ... 2 11.28 –0.50 ... 2.56 1.32 Usio USIO ... dd 2.09 +0.06 ... Athens General 1174.91 +0.45 +245.12 +26.36 Oslo Composite 1499.73 –1.96 +137.05 +10.06
3.32 0.89 TelesisBio TBIO ... dd .90 –0.03 ... 109.50 80.75 UtahMedProducts UTMD 1.5 17 81.22 –2.03 .295 Bangkok SET 1399.35 –3.54 –269.31 –16.14 Paris CAC 6816.22 –2.67 +342.46 +5.29
11.24 1.53 Telos TLS ... dd 2.33 –0.04 ... 5.03 3.10 UTStarcom UTSI ... dd 3.47 +0.16 ...
15.15 0.13 TempoAutomation TMPO ... dd .14 –0.01 ... Bombay Sensex 65397 –1.34 +4556.88 +7.49 Santiago Selective 3175.33 –2.53 +2.76 +0.09
4.80 0.80 Uxin UXIN ... dd 1.25 –0.26 ...
63.57 23.81 10xGenomics TXG ... dd 39.44 +0.93 ... Brussels Bel-20 3352.93 –4.40 –348.24 –9.41 Sao Paulo Bovespa 113155 –2.25 +3420.68 +3.12
VW
49.77 31.37 Tenable TENB ... dd 42.70 –0.12 ... Buenos Aires Merval 800804 +5.28 +598719 +296.27 Seoul Composite 2375.00 –3.30 +138.60 +6.20
8.09 1.64 TenayaTherap TNYA ... dd 1.99 –0.30 ... 6.83 2.53 VNET VNET ... dd 2.78 +0.04 ...
10.84 10.09 TenXKeaneAcqn TENK ... 61 10.84 +0.05 ... 14.75 7.25 VOXX Intl VOXX ... dd 8.92 –0.35 ... Copenhagen OMX 20 2127.92 –5.31 +292.63 +15.94 Shanghai Composite 2983.06 –3.40 –106.20 –3.44
8.83 0.10 TenXKeaneAcqnRt TENKR ... ... .28 +0.04 ... 59.15 39.89 VSE VSEC .7 22 55.51 +1.77 .10 Dublin ISEQ 7982.81 –2.74 +873.99 +12.29 Shenzhen B Share Idx 1035.85 –4.54 –121.48 –10.50
119.20 73.73 Teradyne TER .5 27 91.74 –3.86 .11 81.00 7.40 Vacasa VCSA ... dd 7.45 –1.87 ... EURO STOXX SXXE 421.98 –2.94 +12.01 +2.93 Singapore FTSE STI 3076.69 –3.42 –174.63 –5.37
14.04 4.38 TernsPharm TERN ... dd 5.53 +0.23 ... 4.40 1.64 Vaccitech VACC ... dd 3.15 –0.32 ...
25.50 8.07 TerritorialBncp TBNK11.4 6 8.07 –0.25 .23 13.07 6.39 ValleyNatlBncp VLY 5.6 6 7.82 –0.30 .11 EURO STOXX 50 SXSE 4024.68 –2.69 +231.06 +6.09 Stockholm OMXS 759.97 –5.13 –21.89 –2.80
299.29 101.81 Tesla TSLA ... 68 211.99 –39.13 ... 17.05 9.07 Valneva VALN ... cc 10.60 –0.75 ... Frankfurt DAX 14798 –2.56 +874.88 +6.28 STOXX Europe 50 SXSP 3823.09 –3.03 +171.26 +4.69
173.27 130.57 TetraTech TTEK .7 28 156.96 –1.47 .26 11.85 10.17 ValuenceI A VMCA ... 67 11.08 +0.01 ... Helsinki OMHX 9055.91 –4.85 –1751.88 –16.21 STOXX Europe 600 SXXP 433.73 –3.44 +8.84 +2.08
69.27 42.79 TexasCapBcshs TCBI ... 7 53.58 –3.78 ... 11.04 4.11 VandaPharm VNDA ... 17 4.34 +0.09 ...
188.12 147.61 TexasInstruments TXN 3.5 18 147.81 –4.94 1.30 23.90 17.11 VarexImaging VREX ... 26 17.80 –0.83 ... Hong Kong Hang Seng 17172 –3.60 –2609.28 –13.19 Sydney S&P/ASX 200 6900.70 –2.13 –137.99 –1.96
118.16 90.38 TexasRoadhouse TXRH 2.3 22 96.19 +3.95 .55 34.17 15.61 VaronisSystems VRNS ... dd 32.22 +1.64 ... Istanbul IMKB 7510.68 –7.43 +2001.52 +36.33 Taipel Weighted 16440 –2.04 +2303.03 +16.29
41.52 23.30 TheBancorp TBBK ... 11 32.18 –1.50 ... 5.50 3.05 VastaPlatform VSTA ... dd 3.80 –0.16 ... Jakarta Composite 6861.44 –0.86 +10.82 +0.16 Tel Aviv 125 Index 1682.73 –3.21 –130.62 –7.20
7.18 2.27 TherapeuticsMD TXMD ... 0 2.28 –0.26 ... 54.97 20.49 Vaxcyte PCVX ... dd 46.79 +0.79 ...
12.03 8.25 TheravanceBio TBPH ... dd 9.06 ... ... 4.47 0.80 Vaxxinity VAXX ... dd .91 –0.05 ... Johannesburg All Share 70198 –3.73 –2850.56 –3.90 Tokyo Nikkei-225 31259 –3.27 +5164.86 +19.79
14.77 2.28 TheseusPharm THRX ... dd 2.33 –0.02 ... 31.09 17.06 VeecoInstr VECO ... 30 25.08 –2.48 ... Kuala Lumpur Composite 1441.04 –0.21 –54.45 –3.64 Toronto S&P/TSX 19115 –1.78 –269.28 –1.39
21.50 12.31 ThirdCoastBcshs TCBX ... 9 16.15 –0.37 ... 47.25 16.54 VentyxBiosciences VTYX ... dd 17.19 –1.26 ... LISBON PSI 4195.36 –0.12 –225.07 –5.09 Vienna ATX 3034.48 –3.59 –91.91 –2.94
24.60 3.75 ThirdHarmonic THRD ... dd 6.76 +0.02 ... 7.73 2.89 VeraBradley VRA ... dd 6.86 +0.25 ...
1.48 0.71 36Kr KRKR ... dd .74 –0.08 ... 21.02 5.20 VeraTherap VERA ... dd 9.84 –0.80 ... London FTSE - 100 7402.14 –2.60 –49.60 –0.67 Wellington S&P/NZX 50 10994 –2.41 –479.16 –4.18
11.81 3.68 Thoughtworks TWKS ... dd 3.78 –0.09 ... 32.40 14.92 Veracyte VCYT ... dd 20.93 –0.35 ... Madrid IBEX 35 9029.12 –2.21 +800.04 +9.72 Zurich Swiss 10348 –5.06 –380.80 –3.55
4.39 0.73 ThredUp TDUP ... dd 2.81 –0.23 ... 19.77 11.30 Veradigm MDRX ... 35 13.39 –0.12 ... Manila Composite 6142.90 –1.97 –423.49 –6.45
10.99 9.77 ThunderBridgeIV A THCP ... 60 10.24 –0.01 ... 39.90 17.30 Vericel VCEL ... dd 33.19 +1.63 ...
5.12 1.50 TilrayBrands TLRY ... dd 1.84 –0.17 ... 40.71 19.91 VerintSystems VRNT ... dd 20.17 –0.41 ... Mexico City IPC 48275 –2.24 –187.95 –0.39 Indexes are based on local currencies. Because of various holidays and other market closings, the most
recent close is not necessarily that of the week of publication.
35.62 22.11 TimberlandBncp TSBK 3.3 8 27.81 +0.15 .23 229.72 174.41 VeriSign VRSN ... 31 208.12 +0.65 ...
47.87 24.48 TitanMachinery TITN ... 5 24.80 –0.81 ... 249.26 162.94 VeriskAnalytics VRSK .6 71 234.45 –13.15 .34
D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
the top 500 ETF’s based on weekly iShESGUSDCorpBd SUSC 4.0 21.20 –0.42 .0734 DirexRealEstBl3 DRN 4.1 5.99 –0.94 .0653 InvscFTSERAFIEM PXH 5.0 17.29 –0.51 .3587 iShMSCIMexico EWW 2.4 53.27 –1.57 .4584 SPDRNuveenMuniBd TFI 2.4 43.25 –0.66 .0984
volume. iShFallAngelsUSDBd FALN 5.8 24.18 –0.26 .1206 DirexRegBksBl3x DPST 4.1 43.30 –5.26 .4622 InvscFTSEUS1000 PRF 2.0 31.16 –0.54 .1582 iShMSCIPacxJpn EPP 4.0 38.29 –1.07 .8146 SPDRNuveenSTMuni SHM 1.0 46.14 –0.28 .0527
iSh5-10YIGCorpBd IGIB 3.9 47.49 –0.93 .1676 DirexRetailBull3 RETL 2.1 5.29 +0.13 .0221 InvscNatAMTFrMuni PZA 3.1 21.87 –0.46 .054 iShMSCISaudiArabia KSA 2.4 37.18 +0.48 .4889 SPDRPtfAggBd SPAB 3.4 23.79 –0.42 .0735
Tick Div
Name Sym Yld Last Chg. Amt. iShGlbCleanEner ICLN 1.2 13.30 –0.70 .1246 DirexS&P500Br3 SPXS 3.3 16.56 +1.16 .1585 InvscPreferred PGX 7.9 10.33 –0.12 .057 iShMSCISingapore EWS 5.1 17.43 –0.69 .6803 SPDRPtfDevxUS SPDW 3.1 29.87 –0.85 .584
iShGlbInfr IGF 2.9 41.65 –1.00 .6754 DirexS&PBiotechBr3 LABD 2.3 26.40 +3.00 .1915 InvsS&P500EWCD RSPD 1.3 39.72 –0.74 .1181 iShMSCISthKorea EWY 1.2 56.88 –1.88 .6974 SPDRPtfEM SPEM 3.4 32.45 –0.97 .446
Bats iShiBdsDec25Trea IBTF 3.8 23.06 +0.01 .0766 DirexS&PBiotechBl3 LABU .4 2.83 –0.39 .002 InvscS&P500EW RSP 1.9 137.01 –3.28 .6376 iShMSCISwitz EWL 2.4 42.34 –1.71 1.0215 SPDR PtfHYBd SPHY 7.5 21.88 –0.23 .1524
ARKGenomicRev ARKG ... 23.75 –1.37 ... iShiBdsDec24Trea IBTE 3.9 23.82 +0.01 .0835 DirexS&P500Br1 SPDN 4.6 15.11 +0.37 .2048 InvscS&P500EWTech RSPT .7 27.07 –1.06 .0441 iShMSCITaiwan EWT 5.4 44.21 –1.30 7.5576 SPDRPtfIntermCpBd SPIB 3.8 31.00 –0.34 .1095
BlkRkShMaturityBd NEAR 4.0 49.85 +0.04 .1979 iShiBdsDec23Trea IBTD 4.2 24.78 +0.01 .104 DirexS&P500Bl3 SPXL 1.1 74.02 –5.90 .1944 InvscS&P500HiBeta SPHB .8 65.89 –2.67 .1747 iShMSCIUSAESGSel SUSA 1.5 87.70 –2.45 .3951 SPDR PtfIntTrea SPTI 2.8 27.18 –0.27 .0752
BlkRkUltShBd ICSH 4.3 50.32 +0.04 .201 iShJPMUSDEmBd EMB 5.3 80.15 –1.15 .3533 DirexS&POilBr2 DRIP 5.0 9.67 –0.18 .0927 InvscS&P500HiDiv SPHD 4.8 38.19 –0.66 .1789 iShMSCIUK EWU 3.5 30.81 –0.86 .6224 SPDRPtfLTCorpBd SPLB 5.3 20.17 –0.87 .0942
DimenIntlCore2 DFIC 2.7 22.45 –0.58 .1773 iShMBS MBB 3.5 86.06 –1.89 .2904 DirexS&POilBl2 GUSH 1.9 39.85 +0.62 .2582 InvscS&P500LowVol SPLV 2.5 58.15 –0.57 .1386 iShNatlMuniBd MUB 2.7 101.38 –1.27 .2418 SPDRPtfLtTrea SPTL 3.7 24.67 –1.19 .0792
DimenIntlHiProf DIHP 2.4 22.56 –0.60 .1692 iShMSCIACWI ACWI 1.8 90.40 –2.37 .9529 DirexSemiBr3x SOXS 4.4 12.37 +1.43 .1595 InvscS&P500PrVal RPV 2.9 69.77 –1.60 .4564 iShNYMuniBd NYF 2.4 50.31 –0.84 .1044 SPDRPtfMtgBkdBd SPMB 3.4 20.17 –0.42 .0605
FTCboeVestBf BUFR ... 24.22 –0.46 ... iShMSCIACWIxUS ACWX 2.6 45.48 –1.29 .7978 DirexSemiBl3 SOXL .8 16.64 –2.34 .0327 InvscS&P500Qual SPHQ 1.6 49.72 –0.90 .1825 iShRuss2000Val IWN 2.5 128.42 –2.74 .9414 SPDRS&P500Value SPYV 2.0 40.39 –0.78 .2015
FTCboeS&P500Div KNG 13.2 47.77 –0.89 .5549 iShMSCIACxJpn AAXJ 1.6 61.70 –2.08 .3966 DirexScBear3 TZA 2.7 36.80 +2.21 .2884 InvscS&P500Top50 XLG 1.1 33.78 –0.85 .0867 iShRussMC IWR 1.7 66.59 –1.81 .3255 SPDRPtfS&P1500 SPTM 1.6 51.60 –1.24 .2059
GlbXUSInfrDevt PAVE .8 28.77 –1.20 .08 iShMSCIBrazilSC EWZS 4.0 12.32 –0.29 .1692 DirexSCBull3 TNA 1.6 23.69 –1.80 .017 InvscS&PMCQual XMHQ 1.1 77.38 –2.06 .1372 iShRussMCGrowth IWP .7 88.61 –2.23 .18 SPDRPtfS&P500 SPLG 1.6 49.54 –1.19 .1981
GS PhysGold AAAU ... 19.61 +0.50 ... iShMSCIChina MCHI 2.0 40.92 –2.25 .4292 DirexTechBear3 TECS 3.9 16.15 +1.30 .1535 InvscSrLoan BKLN 8.5 20.96 –0.06 .1698 iShRussMCValue IWS 2.0 100.03 –2.81 .5817 SPDRS&P500Growth SPYG 1.2 58.75 –1.69 .1794
InnovS&P500PwrO POCT ... 33.72 –0.43 ... iShMSCIEAFESC SCZ 1.9 53.21 –1.42 .9993 DirexTechBull3 TECL .4 42.53 –3.97 .0399 InvscSolar TAN ... 43.92 –4.41 ... iShRuss1000 IWB 1.5 231.21 –5.64 1.0061 SPDRS&P500HiDiv SPYD 5.3 33.73 –0.84 .4409
InvscRuss1000Dyn OMFL 1.8 44.17 –1.14 .2059 iShMSCIEMxChina EMXC 2.5 48.81 –0.86 .376 Direx20+TreaBr3 TMV 1.7 52.27 +7.41 .2607 InvscUltShDur GSY 4.2 49.82 +0.02 .2163 iShRuss1000Grw IWF .8 264.50 –7.77 .5138 SPDRPtfS&P400MC SPMD 1.7 41.90 –0.87 .1758
iPathS&P500VIX VXX ... 26.46 +1.14 ... iShMSCIEurFinls EUFN 4.4 18.28 –0.46 .7288 Direx20+YrTrBull TMF 4.5 3.94 –0.69 .0502 InvscVarRtPfd VRP 6.1 21.83 –0.19 .1052 iShRuss1000Val IWD 2.3 147.39 –2.78 .9856 SPDRPtfS&P600SC SPSM 1.5 35.09 –0.58 .0588
iShBrdUSDHYCpBd USHY 7.0 33.87 –0.36 .1981 iSh1-5YIGCorpBd IGSB 3.1 49.55 –0.18 .1432 ETFMGAltHarvest MJ 4.2 3.03 –0.23 .03 iShCalifMuniBd CMF 2.3 54.16 –0.78 .1164 iShRussellTop200Gr IWY .7 153.48 –4.65 .2973 SPDRPtfSTCpBd SPSB 3.6 29.24 –0.02 .1063
iShCoreMSCIEAFE IEFA 2.6 61.99 –1.74 1.284 iSh1-3YTreaBd SHY 2.7 80.94 +0.01 .2091 ETFMGPrmJrSilv SILJ .1 8.83 +0.14 .0057 iShChinaLC FXI 2.4 25.03 –1.45 .1544 iShRussell2000 IWM 1.7 166.44 –3.83 .8289 SPDRShtTermTrea SPTS 3.2 28.70 +0.01 .0907
iShCurrMSCIEAFE HEFA 2.3 29.10 –0.92 .5543 iShPfd&Incm PFF 7.4 28.51 –0.41 .1608 EnSelSectorSPDR XLE 3.4 90.26 +0.67 .6736 iShCoreDivGrowth DGRO 2.6 48.59 –0.79 .3882 iShRuss2000Gw IWO .8 210.26 –5.07 .4549 SPDR PtfTIPS SPIP 3.5 24.60 –0.20 .0448
iShIntlSelDiv IDV 7.4 24.61 –0.60 .5085 iShSelectDiv DVY 4.1 104.66 –2.02 1.4646 FT EnerIncm EIPX 2.9 21.20 –0.10 .1968 iShCoreHiDiv HDV 4.2 96.88 –0.50 .7964 iShS&PMC400Growth IJK 1.2 69.66 –1.40 .2628 SPDRS&PBank KBE 3.9 34.87 –1.11 .3679
iShUSAero&Def ITA .9 106.88 –1.78 .2246 iShSemiconductor SOXX 1.0 457.29 –19.40 1.6658 FidelityMSCIEn FENY 3.1 24.84 +0.14 .172 iShCoreMSCIEM IEMG 2.5 46.07 –1.34 .4832 iShS&P500Grw IVW 1.0 67.81 –1.97 .2228 SPDR S&P 500 SPY 1.5 421.19 –10.31 1.5832
iShUSHomeConstrn ITB .7 72.34 –3.16 .1505 iSh7-10YTreaBd IEF 2.9 89.47 –1.77 .2389 FidelityMSCIUtils FUTY 3.6 37.30 –0.77 .384 iShCoreMSCIEur IEUR 3.2 47.94 –1.41 1.1748 iShS&P500Value IVE 1.9 150.46 –2.94 .84 SPDR S&P400 MCV MDYV 1.9 61.60 –1.30 .2927
iShESGMSCIUSASC ESML 1.6 31.81 –0.70 .132 iShShortTreaBd SHV 4.2 110.37 +0.11 .4649 FidelityTotalBd FBND 4.4 42.69 –0.76 .149 iShMSCIIntlDev IDEV 2.5 56.16 –1.53 1.0833 iShS&PGSCIComm GSG ... 22.41 +0.15 ... SPDR S&P Home XHB 1.0 70.86 –3.31 .1895
iShEdgeHYDefBd HYDB 7.4 43.10 –0.21 .2877 iSh3-7YTreaBd IEI 2.2 112.09 –0.89 .2427 FinSelSectorSPDR XLF ... 32.20 –1.01 ... iShCoreS&P500 IVV 1.6 423.12 –10.29 1.987 iShS&P100 OEF 1.4 198.87 –4.78 .7358 SPDRS&PInsurance KIE 1.7 42.28 –0.85 .1568
iShEdgeMSCIMinEAFE EFAV 2.8 63.59 –1.35 1.3113 iSh20+YTreaBd TLT 3.8 83.24 –4.37 .28 FT DJ Internet FDN ... 155.27 –2.95 ... iShCoreS&P MC IJH 1.6 238.55 –5.03 1.1382 iShS&PSC600Value IJS 1.8 84.50 –1.07 .523 SPDR S&P Metals XME 1.7 48.89 –1.55 .1681
iShEdgeMSCIMinVlEM EEMV 2.4 51.63 –1.19 .4731 iSh0-5YIGCpBd SLQD 2.9 47.80 –0.13 .1293 FT EnergyAlpDx FXN 3.0 17.85 +0.02 .0705 iShCoreS&P SC IJR 1.7 89.65 –1.57 .4592 iShShtNatlMuniBd SUB 1.6 102.82 –0.36 .1668 SPDRS&PRegionalBkg KRE 3.9 39.10 –1.32 .3754
iShEdgeMSCIMinUSA USMV 1.9 71.71 –1.23 .387 JPMNasdEqPrem JEPQ 12.0 46.32 –0.94 .4172 FTInstPfdSecs FPEI 6.2 16.52 –0.11 .0882 iShCoreS&PTotUS ITOT 1.6 92.41 –2.24 .443 iShSilver SLV ... 21.40 +0.62 ... SchwabEM Equity SCHE 3.2 23.15 –0.69 .1273
iShEdgeMSCIUSAMom MTUM 1.9 138.08 –2.73 .4088 PrinUSMega USMC 1.4 42.20 –1.00 .1433 FT MngstrDiv FDL 4.7 32.54 –0.46 .3611 iShCoreUSAggBd AGG 3.2 92.00 –1.64 .2573 iShTIPSBondETF TIP 2.6 102.84 –0.80 .1715 Schwab5-10YCpBd SCHI 4.3 41.16 –0.78 .1887
iShEdgeMSCIUSAQual QUAL 1.3 131.47 –3.29 .5104 ProShUltPrQQQ TQQQ 1.5 34.09 –3.32 .1386 FT NA Energy Infra EMLP 4.0 26.33 –0.29 .2823 iShUSMedDevices IHI .6 46.13 +0.76 .1157 iSh10-20YTreasBd TLH 4.3 93.88 –3.68 .356 SchwabFundEmgLrg FNDE 5.5 25.41 –0.73 .2676
iShEdgeMSCIUSAVal VLUE 3.1 88.03 –1.51 .6796 ProShUltShQQQ SQQQ 4.5 21.08 +1.78 .324 FT PfdSecs FPE 6.6 15.56 –0.18 .0889 iShESGUSAggBd EAGG 3.2 44.30 –0.76 .1262 iSh10+YIGCpBd IGLB 5.3 44.78 –1.88 .2132 SchwabFundIntLrgCo FNDF 3.3 30.57 –0.75 .3811
iShExpTechSftwr IGV .0 338.77 –10.51 .0255 USTrea3mBill TBIL 4.5 50.01 +0.04 .2214 FT TCWUnPlBd UCON 4.9 23.51 –0.17 .11 iShEurope IEV 2.8 46.20 –1.35 1.1033 iShTreaFRBd TFLO 4.5 50.68 +0.06 .2133 SchwabFundUSLrgCo FNDX 2.0 54.89 –0.97 .2749
iShFRBd FLOT 5.3 50.79 +0.07 .247 VanEckGlFallAnglHY ANGL 5.5 26.35 –0.31 .1363 FT ValLineDiv FVD 2.5 36.62 –0.60 .1829 iShGlobalEnergy IXC 4.4 41.36 +0.18 .7129 iShUS Energy IYE 2.9 47.30 +0.19 .3321 SchwabIntmUSTrsr SCHR 3.1 47.31 –0.50 .1389
iShMSCIChileCap ECH 7.7 23.98 –0.95 1.1681 VanEckSemicon SMH ... 142.10 –6.28 ... FlexGlbUpstmNatRsc GUNR 3.1 39.52 –0.59 .2966 iShGlobalREIT REET 2.7 20.27 –0.73 .2679 iShUSRealEst IYR 3.4 74.75 –3.37 .9004 SchwabIntEquity SCHF 3.1 32.80 –0.90 .3926
iShMSCIEurozone EZU 2.6 40.57 –0.90 .8619 VangdGlblxUS RE VNQI .6 37.12 –1.11 .2353 FlexiBx3YDurTIPS TDTT 3.6 23.18 –0.04 .0628 iShGoldTr IAU ... 37.47 +0.97 ... iShUSRegBks IAT 4.7 31.20 –1.30 .4988 SchwabIntlSC SCHC 2.4 30.56 –0.83 .165
iShMSCIEAFEGrowth EFG 1.3 83.44 –2.68 .9188 VangdIntrCorpBd VCIT 3.9 74.15 –1.46 .264 FrankFTSEJapan FLJP 2.2 25.47 –0.63 .361 iShiBdsDec25Cp IBDQ 3.1 24.37 ... .0671 iShUSTech IYW .4 105.03 –3.02 .0887 SchwabSrtTRmUSTrsr SCHO 3.3 47.84 +0.01 .1626
iShMSCIIndia INDA .2 43.98 –0.48 .0801 VangdIntermTrea VGIT 2.6 56.42 –0.58 .138 GlbXCopperMiners COPX 2.7 33.41 –1.35 .5048 iShiBdsDec24Cp IBDP 2.8 24.74 +0.02 .062 iSh0-5YHYCorpBd SHYG 6.6 40.23 –0.33 .2344 SchwabUS AggrBd SCHZ 3.3 43.26 –0.75 .1394
iShMSCIEAFEValue EFV 3.9 47.10 –1.29 1.3156 VangdIntlDivApp VIGI 2.3 69.88 –2.04 .1822 GlbXLithium LIT 1.5 48.97 –3.97 .2077 iShiBdsDec23Cp IBDO .0 25.34 +0.02 .0935 iSh0-5YTIPSBd STIP 2.7 97.13 +0.01 .1572 SchwabUS BrdMkt SCHB 1.6 48.89 –1.21 .1902
iShMtgRealEst REM 11.4 20.11 –1.10 .5611 VangdIntlHiDiv VYMI 4.8 60.00 –1.42 .6826 GlbXRuss2000Cvr RYLD 13.5 16.24 –0.28 .1726 iShiBoxx$HYCpBd HYG 6.0 71.93 –0.82 .3852 iSh0-3MTreaBd SGOV 4.1 100.57 +0.12 .4118 SchwabUS Div SCHD 3.8 69.29 –1.03 .6545
iShCohen&StrsREIT ICF 3.2 48.26 –2.23 .5994 VangdLTCorpBd VCLT 5.4 67.94 –2.98 .326 GlbXS&P500Cv XYLD 11.4 38.49 –0.82 .3333 iShiBoxx$IGCpBd LQD 4.3 98.67 –2.71 .399 JPM AlerianMLP AMJ 6.3 25.04 +0.13 .4101 SchwabUS LC SCHX 1.6 49.76 –1.22 .1922
iSh25+YTrStrip GOVZ 5.0 9.41 –0.86 .0358 VangdLongTrea VGLT 3.8 52.37 –2.49 .1765 GlbXSilverMiners SIL .4 24.95 +0.40 .0313 iShIntlEquity INTF 2.8 24.93 –0.62 .5493 JanusHendersonAAA JAAA 5.7 50.13 +0.05 .2764 SchwabUS LC Grw SCHG .5 72.23 –2.39 .0836
iSh20+YTrBdBuy TLTW 19.6 26.91 –1.43 .2882 VangdMBS VMBS 3.4 42.41 –0.96 .136 GlbX US Pfd PFFD 7.1 17.64 –0.26 .105 iShLatinAmer40 ILF 9.3 24.65 –0.30 .4787 JanusHendMtg JMBS 4.6 41.94 –0.97 .1692 SchwabUS LC Val SCHV 2.7 62.68 –1.06 .4192
iShUSInfr IFRA 2.3 35.09 –0.97 .2227 VangdRuss1000Grw VONG .8 68.05 –2.01 .1282 GlbX Uranium URA .2 25.69 +0.39 .0492 iShMSCIAustralia EWA 4.1 20.63 –0.53 .4168 JanusHenShrtDur VNLA 6.1 47.93 +0.01 .1711 SchwabUS MC SCHM 1.8 64.75 –1.61 .2596
iShUSTreasuryBd GOVT 2.6 21.68 –0.31 .0486 VangdRuss1000Val VONV 2.3 64.66 –1.28 .3883 GSTreasury0-1Y GBIL 4.2 100.02 +0.11 .4068 iShMSCIBrazil EWZ 9.3 29.94 –0.29 .7562 HancockMC JHMM 1.3 45.35 –1.23 .2466 SchwabUS REIT SCHH 3.6 17.06 –0.70 .1409
JPMBetaEurope BBEU 3.3 49.26 –1.44 .3031 VangdRuss2000 VTWO 1.8 67.34 –1.51 .3202 GSActiveBetaIntlEq GSIE 3.2 28.90 –0.79 .1388 iShMSCICda EWC 2.6 32.48 –0.70 .346 JPMEquityPrem JEPI 9.9 52.68 –0.78 .3633 SchwabUS SC SCHA 1.7 39.23 –0.79 .1541
JPMBetaJapan BBJP 1.4 48.46 –1.22 .6803 VangdSTCpBd VCSH 2.9 74.70 –0.30 .2147 GSActiveBetaUSLC GSLC 1.5 82.97 –1.96 .2744 iShMSCI EAFE EFA 2.4 66.57 –1.86 1.3113 JPM USQualFactor JQUA 1.4 42.75 –0.92 .141 Schwab US TIPs SCHP 3.9 50.03 –0.39 .1289
-1xShVIXFutures SVIX ... 23.43 –1.52 ... VangdShtTmInfltn VTIP 3.9 47.12 +0.01 .3419 GraniteGold BAR ... 19.59 +0.53 ... iSh MSCI EM EEM 2.4 36.79 –1.07 .3101 JPM UltShIncm JPST 2.2 50.14 +0.06 .212 SimplifyTailRisk CYA 14.7 5.13 +1.33 .05
PacerIntCashCow100 ICOW 4.3 28.95 –0.70 .472 VangdShortTrea VGSH 2.9 57.56 +0.02 .1788 HealthCareSelSect XLV 1.7 128.06 –2.13 .5395 iShMSCIFrance EWQ 2.8 34.06 –0.65 .8174 KraneCSICnInt KWEB ... 25.64 –1.64 ... SimplifyVolPrem SVOL 17.4 21.88 –0.32 .30
PacerUSCashCows100 COWZ 2.1 48.69 –0.57 .3004 VangdTotalBd BND 3.2 68.29 –1.17 .1925 IQMacKayMuniInter MMIT 3.5 23.31 –0.22 .0711 iShMSCIGermany EWG 3.0 25.19 –0.49 .7587 MatlsSelSector XLB 2.2 75.30 –2.34 .3923 SPDR S&PMdCpTr MDY 1.4 437.16 –8.93 1.5547
PacerUSSCCash100 CALF 1.3 39.84 –0.70 .1509 VangdTotIntlBd BNDX 2.1 47.48 –0.48 .0793 IndSelSectorSPDR XLI 1.7 98.70 –3.05 .4264 iShMSCIHongKong EWH 3.5 16.75 –0.52 .3131 MicroFang-3xInv BERZ ... 7.42 +0.53 ... SPDR S&P Biotch XBI .0 66.92 –2.68 .0026
ProShS&P500Arist NOBL 2.3 85.58 –1.71 .5211 VangdTotIntlStk VXUS 3.2 51.63 –1.46 .2952 InvscCA AMT-Fr PWZ 3.0 22.78 –0.75 .0597 iShMSCIIndonesia EIDO 3.4 20.92 –0.81 .4814 MicroFANG-3XInvr FNGD ... 9.93 +0.89 ... SPDR S&P Div SDY 2.9 111.84 –1.88 .7928
ProShShtVIXST SVXY ... 79.83 –2.25 ... WisdTrUSQltyDiv DGRW 1.9 62.84 –1.16 .155 InvscDBComm DBC .6 25.13 +0.28 .1447 iShMSCIIntlQual IQLT 2.4 32.76 –0.97 .4842 MicroFang+3x FNGU ... 145.34 –16.62 ... SPDRS&POil&Gas XOP 2.3 150.11 +1.55 .7724
ProShUltVIXST UVXY ... 19.22 +1.11 ... InvscDBOilFund DBO .6 17.77 +0.40 .1002 iShMSCIIntlValue IVLU 3.8 24.28 –0.63 .6309 MicroGold3XInvr GDXD ... 5.67 –0.30 ... SPDR S&P Retail XRT 2.1 59.24 +0.61 .1711
ProShVIXSTFut VIXY ... 26.44 +1.07 ... NYSE InvscDBUSDBull UUP .8 29.84 –0.09 .2466 iShMSCIItaly EWI 3.9 29.59 –0.48 .7344 MicroGold3xLvgd GDXU ... 29.77 +1.55 ... SprottUranium URNM ... 44.04 +0.73 ...
2xBitcoinStrategy BITX ... 12.68 +2.28 ... PimcoActiveBd BOND 4.4 85.42 –1.69 .34 InvscEMSovDebt PCY 7.2 17.51 –0.42 .1114 iShMSCIJapan EWJ 1.0 58.13 –1.45 .4306 MicroUSBigBk3X BNKU ... 11.40 –1.27 ... TechSelectSector XLK .9 163.94 –4.69 .3603
2xLongVIXFut UVIX ... 43.06 +3.01 ... PGIMUltraShBd PULS 4.9 49.41 +0.05 .2239 TeucriumWheatFd WEAT ... 5.87 +0.06 ...
VanEckAMTFrLgMun MLN 3.4 16.27 –0.56 .052 NYSE ARCA Pimco25+YrZC ZROZ 4.4 65.15 –5.74 .71 USGlobalJets JETS ... 15.13 –0.77 ...
VanEckHYMuni HYD 4.4 47.89 –1.20 .2012 ARK Innovation ARKK ... 36.03 –1.74 ... PimcoEnhShMat MINT 4.4 100.07 +0.17 .451 UtilitiesSelSector XLU 3.7 58.03 –1.27 .5216
VanEckIntermMuni ITM 2.5 43.51 –0.78 .0882 abrdnBbgAllCmdK1 BCI 20.6 21.40 +0.15 4.4075 PrincipalSpectPfd PREF 4.9 16.36 –0.12 .0719 VanEckBDCIncm BIZD 11.4 14.97 –0.26 .4365
VanEckMstrWdMoat
VanEckVietnam
VangdUltShrtBd
MOAT
VNM
VUSB
1.1
.9
3.9
73.51
12.76
49.14
–1.23
–0.94
+0.06
.8119
.0034
.196
abrdnPhysGold
abrdnPhysSilver
AdvShMSOS2xDly
SGOL ...
SIVR ...
MSOX ...
18.94
22.36
3.87
+0.50
+0.63
–0.48
...
...
...
Selected ETF Leaders ProShBitcoin
ProShShBitcoin
ProShShtDow30
BITO
BITI
DOG
17.8
1.8
3.2
15.09
19.11
33.84
+1.47
–2.13
+0.58
.074
.0451
.3947
VanEckGoldMin
VanEck IG FR
VanEckJPMEMLCBd
GDX 1.6
FLTR 5.5
EMLC 6.3
29.48
25.25
23.45
+0.53
+0.07
–0.17
.4762
.1272
.1259
AdvShPureUSCan MSOS ... 6.68 –0.36 ... ProShShrtQQQ PSQ .5 11.04 +0.33 .1432 VanEckJrGoldMin GDXJ .5 34.71 +0.82 .1825
NASDAQ AlerianMLPETF AMLP 7.5 42.84 +0.45 .83
SPDR Gold Shares ProShShRuss2000 RWM .4 25.75 +0.59 .2703 VanEckMerkGoldTr OUNZ ... 19.17 +0.50 ...
2.66%
AXS1.25XNVDABr NVDS .6 41.96 +4.51 11.2955 ArkFinInnov ARKF ... 18.41 –0.32 ... (GLD) ProShShrtS&P500 SH 3.5 14.75 +0.37 .1652 VanEckOilSvcs OIH .8 340.54 –4.47 2.8887
AXSShInnovDly SARK .0 43.56 +2.00 13.748 AvantisUSSCValue AVUV 2.0 74.53 –1.27 .3575 ProShSh20+Tr TBF 2.9 26.75 +1.37 .2157 VanEckPfdxFin PFXF 7.9 15.79 –0.27 .1061
AXSTSLABrDly TSLQ 1.2 37.86 +5.57 2.0285 BlkRkUSCarbon LCTU 1.6 46.19 –1.16 .2078 Vanguard Dividend ProShUltBlmCrude UCO ... 35.40 +1.01 ... VangdExtMkt VXF 1.5 136.25 –3.53 .473
DefNasdaq100Enh QQQY 71.7 18.40 –0.38 1.10 CapGrpCore CGUS 1.3 24.92 –0.47 .0824 -1.63 ProshUltBlmNatGas BOIL ... 57.92 –10.13 ... VangdInfoTech VGT .8 409.88 –13.16 .8814
DirexTSLABr1x TSLS 3.0 22.70 +3.34 .1797 CapitalGrpDivVal CGDV 1.8 26.06 –0.50 .1165 Appreciation (VIG) ProShUltraQQQ QLD .2 57.79 –3.64 .1092 VangdSC Val VBR 2.5 152.44 –2.93 .875
DirexTSLABl1.5x TSLL 2.4 11.92 –3.54 .1126 CapGrpGlbGrw CGGO .9 22.49 –0.54 .1126 ProShUltRus2000 UWM .5 26.72 –1.29 .0155 VangdDivApp VIG 2.1 153.40 –2.54 .7705
FT EnhShtMat FTSM 4.2 59.60 +0.03 .247 CapitalGrpGrw CGGR .4 24.06 –0.58 .0529 Vanguard Total Bond ProShUltraS&P SSO .4 51.57 –2.68 .1815 VangdEnergy VDE 3.3 126.44 +0.66 .866
FT GlTactCommod FTGC 12.8 24.01 +0.10 .1875 CapGrpIntlFocus CGXU 1.2 21.31 –0.44 .1406 -1.67 ProShUltSilver AGQ ... 27.03 +1.51 ... VangdExtDuratn EDV 4.5 63.16 –5.11 .7372
Market (BND)
FT LowDurOpp LMBS 3.6 46.75 –0.37 .18 CommSvsSPDR XLC .8 66.52 –0.55 .1678 ProShUltDow30 UDOW 1.4 51.55 –2.74 .1546 VangdFTSEAWxUS VEU 3.3 50.13 –1.41 .30
FT NasdCybersec CIBR .4 44.81 –1.23 .0088 CnsmrDiscSelSector XLY .9 151.69 –7.28 .3053 ProShUltRus2000 URTY .4 27.79 –2.14 .0414 VangdFTSEDevMk VEA 3.3 42.16 –1.14 .3099
FTRisingDivAch RDVY 2.5 44.24 –1.15 .2241 CnsStapleSelSector XLP 2.8 67.27 +0.47 .4852 iShares Core S&P ProShUltS&P500 UPRO 1.1 38.94 –3.15 .0561 VangdFTSE EM VWO 3.2 37.90 –1.13 .3275
-1.72
FT SMID CapRising SDVY 2.5 26.97 –0.68 .0982 DimenCoreFxIncm DFCF 4.2 39.69 –0.66 .1559 Small Cap (IJR) ProShUltShDow30 SDOW .4 27.14 +1.31 .2587 VangdFTSE Europe VGK 3.5 55.98 –1.61 .2606
FT SrLoanFd FTSL 7.3 45.75 +0.04 .30 DimenEmgCore DFAE 3.0 21.80 –0.63 .286 ProShShtRus2000 SRTY 1.9 56.38 +3.49 .3742 VangdFinls VFH 2.6 77.83 –2.27 .5048
FT TCW Opp FIXD 4.3 41.07 –0.85 .165 DimenEMCore2 DFEM 2.8 22.56 –0.62 .2904 ProShUltSh&P500 SPXU 3.9 12.52 +0.89 .174 VangdGrowth VUG .6 269.78 –8.41 .3759
GlbXAI&Tech AIQ .3 26.28 –0.83 .0303 DimenGlbRealEstate DFGR 2.5 21.51 –0.82 .1959 Vanguard Total Stock ProShUltBloomCrd SCO ... 16.39 –0.49 ... VangdHiDiv VYM 3.3 101.21 –1.25 .7846
-2.37
GlbXNasd100Cv QYLD 12.2 16.71 –0.42 .1719 DimenIntlCore DFAI 2.9 25.19 –0.67 .1404 Market (VTI) ProShUltShBlmGas KOLD ... 54.57 +7.77 ... VangdIntermBd BIV 3.1 70.85 –1.20 .2056
GlbX Robotics&AI BOTZ .2 23.05 –1.24 .0532 DimenIntlValue DFIV 4.2 31.36 –0.81 .2892 ProShUltDow30 DXD 1.6 43.95 +1.43 .3439 VangdLongTermBd BLV 4.7 63.42 –2.87 .2499
GrShr1.5xLgNVDADly NVDL ... 77.96 –12.25 ... DimenUSCore DFAU 1.4 29.36 –0.71 .1047 ProShUltShQQQ QID .3 14.32 +0.83 .1763 VangdMegaGrwth MGK .5 225.87 –6.92 .3158
SPDR S&P 500 ETF ProShUltShRus2000 TWM 2.0 17.57 +0.76 .1268 VangdMC VO 1.7 200.87 –5.75 .7778
InvscActMgdETC PDBC 12.8 15.05 +0.18 1.9283 DimenUSCoreEq2 DFAC 1.5 25.56 –0.58 .0967 -2.39
InvscBS25CpBd BSCP 3.2 20.15 +0.01 .0584 DimenUSEquity DFUS 1.4 45.73 –1.10 .1604 Trust (SPY) ProShUltShS&P500 SDS 3.4 38.41 +1.86 .493 VangdMC Val VOE 2.6 126.11 –3.48 .7219
InvscBS24CpBd BSCO 2.8 20.75 +0.02 .0483 DimenUSHiProf DUHP 1.6 25.49 –0.52 .1245 ProShUltShSilver ZSL ... 19.20 –1.15 ... VangdRealEst VNQ 5.0 72.40 –3.09 .7268
InvscBS26CpBd BSCQ 3.5 18.77 –0.05 .0566 DimenUSSCValue DFSV 1.5 24.14 –0.39 .102 Vanguard FTSE ProShUltraSh20+ TBT 2.5 44.12 +4.31 .311 VangdS&P500ETF VOO 1.6 386.99 –9.43 1.4925
InvscBS23CpBd BSCN 2.9 21.29 +0.01 .0772 DimenWorldexUS DFAX 3.4 21.69 –0.55 .2142 -2.63 QuadIntRtVol IVOL 3.7 21.19 +0.46 .0613 VangdST Bond BSV 2.2 74.89 –0.19 .1718
InvscEW0-30YTrea GOVI 2.7 25.91 –0.76 .0763 DirexAeroBl3 DFEN 1.5 15.12 –0.81 .0607
Developed Markets RealEstSectorSPDR XLRE 4.0 32.75 –1.59 .291 VangdSC VB 1.8 180.15 –4.03 .7353
InvscHYEquDivAch PEY 4.9 18.47 –0.27 .077 DirexCSIChinaInt CWEB 1.3 30.42 –4.01 .175 (VEA) SPDRBlackSrLoan SRLN 7.9 41.54 –0.11 .32 VangdTaxExemptBd VTEB 2.9 47.43 –0.73 .1241
InvscIntlDivAch PID 3.7 16.07 –0.45 .1728 DirexDJBear3X WEBS 4.0 15.29 +0.79 .1617 iShares Core MSCI SPDRBlmCvSecs CWB 2.4 65.72 –1.10 .1212 VangdTotalStk VTI 1.6 208.47 –5.06 .7984
InvscKBWBank KBWB 4.2 37.55 –1.44 .4053 -2.73 SPDR Blm HY Bd JNK 6.9 88.10 –1.07 .5108 VangdTotWrldStk VT 2.2 90.79 –2.33 .4055
DirexDJBull3X WEBL .0 9.15 –0.62 .0001 EAFE (IEFA)
InvscNasd100 QQQM .7 145.89 –4.38 .2448 DirexEnerBr2x ERY 4.1 24.55 –0.34 .238 SPDRBlmInvGrdFR FLRN 5.1 30.65 +0.02 .1484 VangdValue VTV 2.7 134.97 –2.34 .8971
InvscQQQI QQQ .6 354.60 –10.68 .5355 DirexEnerBull2x ERX 2.7 66.05 +0.81 .4526 SPDRBB1-10YTIPS TIPX 3.2 18.04 –0.07 .0345 WisdTrEMxSOE XSOE 1.3 25.84 –0.81 .16
iShBiotech IBB .3 117.17 –4.46 .1532 DirexChinaBr3 YANG 2.6 12.85 +1.94 .0899 Vanguard FTSE SPDRBbg1-3MTB BIL 4.4 91.71 +0.09 .3943 WT EM HiDiv DEM 6.4 36.64 –0.81 1.10
-2.90
iShBrdUSDInvCpBd USIG 4.1 46.87 –0.94 .1676 DirexChinaBl3 YINN 3.9 23.93 –4.47 .0653 Emerging Markets SPDRBlmSTHYBd SJNK 7.3 23.95 –0.21 .1609 WisdTrFRTrea USFR 4.7 50.48 +0.06 .224
iShCoreMSCITotInt IXUS 2.5 57.84 –1.62 .9815 DirexFinlBear3 FAZ 2.7 21.86 +1.80 .149 (VWO) SPDR 3-12MT-Bill BILS 4.6 99.33 +0.11 .4254 WisdTrIndiaEarn EPI .2 36.53 –0.31 .06
iShCore1-5YUSDBd ISTB 2.8 46.11 –0.19 .1245 DirexFinlBull3 FAS 2.6 53.13 –5.29 .2928 SPDRDoubleTRTact TOTL 5.3 37.58 –0.78 .1546 WT IntlHdgQual IHDG 2.0 37.49 –1.13 .07
iShCoreS&PUSGrw IUSG 1.2 93.84 –2.66 .3496 DirexGoldMinBr2 DUST 3.2 12.16 –0.43 .1367
Invesco QQQ Trust SPDR DJIA Tr DIA 2.0 331.19 –5.49 .1873 WT JapanHdg DXJ 2.9 85.48 –1.54 .0115
-2.92
iShCoreS&PUSValue IUSV 2.1 72.87 –1.43 .4426 DirexGoldMinBl2 NUGT 1.5 31.77 +1.14 .1103 (QQQ) SPDREuroStx50 FEZ 3.4 40.68 –0.76 .1196 XtrksHarvCSI300 ASHR 1.3 24.29 –1.19 .3162
iShCoreTotalUSDBd IUSB 3.5 42.76 –0.70 .1336 DirexHmbldrBull3 NAIL .5 42.00 –6.26 .0362 SPDRGoldMini GLDM ... 39.26 +1.00 ... XtrksMSCIEAFE DBEF 5.2 33.78 –1.04 1.6133
iShESGAwareMSCI ESGD 2.5 66.72 –1.94 1.3665 DirexJrGoldMinBr2 JDST 3.4 7.04 –0.32 .0813 Source: Barron’s Statistics SPDR Gold GLD ... 183.59 +4.76 ... XtrkUSDHYCpBd HYLB 6.1 33.08 –0.39 .1803
iShESGAwareEM ESGE 2.6 29.43 –0.86 .2272 DirexJrGoldMnBl2 JNUG 1.5 29.29 +1.39 .1315 SPDR MSCI exUS CWI 3.2 24.10 –0.66 .4119 YieldMaxNVDAOpt NVDY 48.3 20.51 –1.80 .6771
iShESGAwareUSA ESGU 1.6 92.29 –2.38 .3992 DirexRealEstBr3 DRV 2.4 67.71 +8.97 .4094 SPDRNuvBBHYMuni HYMB 4.4 23.09 –0.74 .093 YieldMaxTSLAOpt TSLY 75.1 11.53 –1.93 .5769
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds
The listings include the top 1250 NOTICE TO READERS: Closed End Fund listings have moved to
Cash Track
open-end funds by assets. These
funds value their portfolios daily barrons.com/cefund. They will no longer appear in print. The
and report net asset values (the
dollar amount of their holdings Herzfeld chart has moved to the Market Lab Newsletter. To sign
divided by the number of shares
outstanding) to the National up for the newsletter, go to barrons.com/newletters. Cash Drop: Less cash flowed out of equity funds, narrowing the past month’s average weekly outflow to
Association of Securities Dealers.
Total returns reflect both price $4.6 billion. Money-market fund inflows turned into a drain of $15 billion a week, on average. Taxable-bond
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. fund outflows also widened to $2.1 billion. Cash flows at muni-bond funds remained level, with an average
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. IntlGrIncA 32.03 -0.77 2.6 10.3 IntlVectorEq 11.85 -0.27 2.2 19.6
outflow of $940 million.
Because Lipper is constantly up- C
dating its database, these returns LtdTEBdA n 14.66 -0.10 -1.1 -4.6 IntSmCo 16.82 -0.35 -1.5 7.7
may differ from those previously N PerA 51.66 -1.50 9.2 8.7 IntSmVa 19.08 -0.27 3.6 27.8 Equity Funds Municipal Bond Funds
published or calculated by others. NEcoA 49.07 -1.05 12.8 0.1 Calamos Funds: IntTermMuni 9.65 -0.06 -1.2 -4.9
3 year returns are cumulative. The NwWrldA 68.81 -1.64 3.5 -3.1 Gr&IncA 39.69 -0.73 8.8 18.3 IntVaIII 15.79 -0.40 6.5 46.0 -700 400
NAV is the last reported closing SmCpA 56.00 -1.40 -0.2 -10.3 MktNeutI 14.57 -0.04 6.9 9.2
price for the week. Footnotes: NA: ITExQual 8.84 -0.16 -0.7 -16.9
not available. NE: performance STBFA n 9.37 0.00 1.7 -2.8 Calvert Investments: LgCo 28.82 -0.71 11.4 28.4 -3200 0
excluded by Lipper editor. NN: fund TECAA n 15.45 -0.29 -2.6 -7.7 Eq A 67.95 -1.51 2.7 16.6 LgCpIntl 23.34 -0.63 3.2 15.2
not tracked. NS: fund not in TxExA n 11.56 -0.19 -1.9 -6.9 Carillon Reams: SclCrEqInst 12.30 -0.31 1.6 11.1 -5700 -400
existence for whole period. e: ex WshA 52.57 -0.99 4.9 34.4
capital gains distributions. f: CorePlBd I 27.62 -0.62 -3.5 -15.3 STExQual 10.32 0.00 3.7 -1.9
previous day’s quote. n: no front- AMG Managers Funds: Carillon Scout: STGov 9.93 0.01 4.0 -1.8 -8200 -800
or back-end sales charge. p: fund YachtmanFocFd I 18.84 -0.20 4.4 32.3 MidCap I 19.22 -0.52 -0.8 9.5 STMuniBd 10.10 0.00 1.8 1.3
assets are used to pay marketing YacktFocFd N n 18.89 -0.20 4.3 31.5 CausewayInst : US CoreEq1 31.79 -0.70 7.9 31.3 -10700 -1200
and distribution costs (12b-1 fees). US CoreEq2 28.61 -0.63 6.6 32.7
r: fund levies redemption fee or YacktmanFd I 22.03 -0.21 4.3 35.2 Aug Sep Oct Aug Sep Oct
CausewayInst 17.77 -0.39 11.6 39.6 US Micro 22.24 -0.42 -2.0 37.8
back-end load. s: stock dividend or Angel Oak Funds Trst:
split of 25% or more. t: fund charges
CIBC Atlas: US Small 37.83 -0.77 -1.4 32.6
AglOkMtiStFdClIn 8.29 -0.05 1.9 -5.2
12b-1 fees (for marketing and
AQR Funds:
DispEq Inst 25.60 -0.54 6.3 17.8 US SmCpVal 38.37 -0.69 -1.1 61.8 Money Market Funds Taxable Bond Funds
distribution) and a back-end load. ClearBridge:
v: capital-gains distribution may be LgCapDefStyle I 25.41 -0.29 1.6 14.5
US TgdVal 26.87 -0.47 -0.7 60.1 25100 4700
a return of capital. x: ex cash AggressGrowthA101.38 -2.70 5.2 -0.2 USLCpGr 27.85 -0.66 10.3 27.1
MgdFutStrI 9.39 0.12 7.8 45.0
dividend. Artisan Funds: AllCapValueA 12.41 -0.20 1.9 36.4 USLgVa 40.44 -0.75 -0.9 37.1 14700 2900
Net YTD 3-Yr. AppreciationA 29.24 -0.51 8.8 28.0 USLgVaIII 26.47 -0.49 -0.9 37.4
GblOppInst 27.95 -0.94 5.8 -10.1
NAV Chg. % Ret. % Ret. Intl Inv n 24.30 -0.64 1.6 -3.9
DividendStrat1 n 26.68 -0.55 3.1 30.3 USSoCoreEq2 20.53 -0.50 7.7 28.1 4300 1100
DividendStratA 26.66 -0.55 2.8 29.2 USSustCoreI 32.61 -0.84 9.1 28.2
A IntlInst 24.47 -0.64 1.8 -3.2 LargeCapGrowthA48.50 -1.16 23.9 7.4 USVectorEq 21.30 -0.43 1.0 37.9
IntlVal Inst 41.93 -0.86 8.7 40.0 -6100 -700
LargeCapGrowthI 56.78 -1.35 24.2 8.4 Dodge & Cox:
AAM: IntlVal Inv n 41.73 -0.86 8.4 39.0
LargeCapValueI 37.35 -0.80 3.6 34.8 Balanced n 93.84 -1.63 3.1 27.9 -16500 -2500
B&GIncGroClI 21.04 -0.27 -3.7 18.6 MidCapInst 36.60 -1.14 9.4 -15.1
SmallCapGrowthIS 34.83 NA NA NA Dodge & Cox n 10.01 -0.16 1.2 -3.5
AB Funds: MidCapInv n 30.63 -0.95 9.2 -15.7
Cohen & Steers: GblStock n 13.55 -0.37 7.5 46.8
Aug Sep Oct Aug Sep Oct
CapFdInc.LCapGow82.68 -1.67 18.4 18.4 B GlbRltyI 43.99 -1.67 -7.7 -3.1 Income n 11.62 -0.22 -1.8 -11.4
A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
MuniIncmShares 10.05 -0.27 -3.9 -4.6 InstlRlty 38.51 -1.46 -7.4 6.2 Intl Stk n 45.22 -1.24 4.9 31.1
The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
AB Funds - A: Baird Funds: PrefSecIncnI 10.97 -0.09 -2.4 -7.8 Stock n 220.10 -5.02 4.0 49.1
LgCpGrA 73.42 -1.49 18.1 17.2 AggBdInst 9.11 -0.17 -2.7 -15.9 RltyIncI 13.78 -0.53 -7.0 5.9 DoubleLine Funds:
RelatValA 5.93 -0.11 1.2 43.0 CorBdInst 9.41 -0.17 -2.2 -14.4 RltyShs n 52.85 -2.01 -7.6 5.7 CoreFxdIncmI 8.68 -0.16 -2.2 -13.5 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AB Funds - ADV: IntBdInst 9.89 -0.07 0.4 -8.9 Colorado BondShares: LowDurBdI 9.44 -0.01 4.0 2.8 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
GlbBd 6.47 -0.08 -1.0 -12.0 ShtTBdInst 9.24 -0.01 2.7 -1.0 ColoradoBdShs 8.31 -0.10 0.9 3.0 ShillerEnhCAPEI 12.50 -0.23 9.8 18.5 LgCpGwId InstPre n 25.82 -0.76 24.3 22.1 StkSelAllCap 61.17 -1.25 10.8 23.0 DivIntl n 37.75 -1.10 3.6 -2.6 SrsCommStrt 100.33 0.61 -2.6 50.7
HiIncmAdv 6.44 -0.07 4.9 4.3 Baron Funds: Columbia Class A: TotRetBdI 8.22 -0.16 -3.3 -14.6 LgCpVlIdxIstPrem n 14.56 -0.27 -1.1 28.8 Fidelity Freedom: DivIntl K6 12.14 -0.35 3.5 -1.6 SrsEmrgMkt 15.95 -0.39 2.1 -14.5
IntlStraEquPtADV 10.68 -0.27 1.7 0.8 Asset n 87.99 -2.54 1.3 -5.0 BalancedA 43.23 -0.94 8.0 11.0 TotRetBdN n 8.21 -0.16 -3.6 -15.3 LTTrsBdIdxInstPr n 8.60 -0.42 -13.0 -42.1 FF2010 n 12.80 -0.21 0.7 -2.7 DivIntlK 37.69 -1.10 3.6 -2.3 SrsGlobal 12.56 -0.34 1.7 5.0
LgCpGrAdv 82.74 -1.68 18.3 18.1 Growth n 87.62 -3.23 3.1 12.4 ContCoreA 28.09 -0.68 15.7 29.7 MidCpInxInstPrem n 25.83 -0.69 0.0 15.4 FF2015 n 10.39 -0.20 1.1 -1.3 DivStkO n 29.12 -0.74 13.0 25.1 SrsIntlGrw 14.77 -0.43 3.6 1.1
NationalPtf 9.03 -0.16 -2.0 -6.3 Partners n 134.98-12.13 21.0 30.0 E OTCK6Port 17.71 -0.34 26.2 19.6 EmrMkt n 32.35 -0.78 3.0 -15.2 SrsGroCoRetail 17.23 -0.54 25.1 17.2
DisplCoreA 12.17 -0.26 11.2 29.2 FF2020 n 12.93 -0.27 1.5 0.0
SelectUSLgShrt 12.82 -0.09 4.3 16.3 SmallCap n 26.27 -0.89 6.7 -4.6 DivIncA 28.60 -0.42 0.2 29.9 PuritanK6 12.66 -0.29 7.4 12.0 FF2025 n 11.93 -0.27 1.9 1.4 Eq Inc n 62.76 -0.94 -0.1 33.4 SrsIntlSmCp 14.47 -0.40 -2.5 -3.8
SmMidCpValAdv 19.72 -0.27 -2.7 32.0 Eaton Vance Class A: RealEstIdxInst n 12.98 -0.56 -9.3 5.0
Baron Instl Shares: LgCpGrowA 51.96 -1.43 25.3 18.0 FF2030 n 15.02 -0.34 2.7 4.1 EqDivIncm n 25.23 -0.40 0.2 38.5 SrsIntlVal 10.64 -0.31 6.1 35.8
Aberdeen Fds: TMG1.0 n 1878.15-40.21 14.1 26.8 SAIUSLgCpIndxFd 17.55 -0.43 11.4 28.5 FF2035 n 13.06 -0.31 4.1 9.0 Fidel n 67.48 -1.76 16.7 22.2 STBF n 8.23 -0.01 2.5 -1.6
AssetInst 93.10 -2.69 1.5 -4.3 LgCpVl A 14.51 -0.22 -1.0 31.6
EmMktEqty Inst 12.05 -0.37 -3.5 -19.4 TMG1.1 84.74 -1.81 13.8 25.8 SeriesBondFd 8.40 -0.15 -2.9 -16.4 FF2040 n 9.34 -0.23 5.4 12.8 FltRateHi n 9.20 -0.01 9.4 18.8 StkSelSmCp n 27.96 -0.74 -0.2 20.4
EmergingMktsInst 12.81 -0.35 -1.8 -20.6 LiGoBalA 9.98 -0.21 5.3 5.3
Advisers Inv Trst: Eaton Vance Class I: SeriesOverseas 11.26 -0.39 3.7 4.8 FF2045 n 10.73 -0.27 5.7 13.1 FocsdStk n 27.19 -1.10 15.0 13.1 StkSlcACap n 61.56 -1.26 10.7 22.6
GrowthInst 92.44 -3.40 3.3 13.2 SelgComuInfoA 99.88 -3.44 22.2 42.3
Balanced n 82.33 -1.49 4.8 20.3 PartnersInst 140.47-12.62 21.3 31.0 TaxEA 10.79 -0.30 -3.6 -10.4 AtlCpSMID 33.97 -0.80 -0.6 27.9 SerLTTreBdIdx 4.97 -0.24 -13.0 -42.0 FF2050 n 10.86 -0.27 5.7 13.1 FournOne n 49.29 -1.27 4.7 11.1 StratDivInc n 14.88 -0.21 -1.4 16.2
Growth n 101.49 -2.32 6.3 32.0 SmallCapInst 28.30 -0.96 6.9 -3.9 Columbia Class Adv: FltgRt 8.32 -0.02 8.6 13.9 SmCpIdxInstPrem n 20.92 -0.48 -3.2 8.3 Free2055 n 12.57 -0.31 5.7 13.1 GNMA n 9.37 -0.21 -4.4 -15.5 TaxFrB n 10.17 -0.20 -1.9 -7.0
Bernstein Fds: GblMacAbR 8.17 0.00 4.8 9.2 STBdIdx InstPrem n 9.48 -0.03 1.4 -5.0 Free2060InstPrem 14.46 -0.38 5.3 10.9 GovtInc n 8.61 -0.15 -3.8 -17.9 TotalBond n 8.87 -0.16 -1.7 -12.9
Akre Funds: DivIncom 29.18 -0.43 0.4 30.9
IncBos 4.80 -0.07 3.3 5.1 STTreIdx InstPre n 9.85 -0.02 1.2 -5.6 Freedom2015 K 10.38 -0.20 1.1 -1.1 GroCo n 28.45 -0.91 26.4 14.1 TotalBond K6 8.25 -0.15 -1.8 -12.5
AkreFocusInst 51.67 -1.71 7.5 8.6 DivrMuni n 13.29 -0.12 -0.5 -3.1 Columbia Class C:
NatlMuniInc 8.58 -0.19 -2.1 -7.5 TMktIdxInstPrem n 116.66 -2.87 10.3 24.1 Freedom2020 K 12.93 -0.27 1.6 0.2 GroInc n 49.34 -0.86 6.4 45.8 Trend n 133.62 -3.62 24.1 11.8
AkreFocusRtl 49.71 -1.64 7.3 7.8 IntmDur n 10.54 -0.20 -3.5 -16.8 DivInc 27.61 -0.41 -0.4 27.1 Edgewood Growth Instituti: TotalMarketIndex n 14.74 -0.36 10.4 25.1 Freedom2020K6 12.88 -0.27 1.7 0.5 GrowCoK 28.60 -0.91 26.5 14.3 Value n 12.61 -0.21 1.0 49.7
AmanaGrowth n: BlackRock Funds: Columbia Class I:
EdgewoodGrInst 36.91 -0.69 17.9 -4.5 TtlIntIdxInstPr n 11.87 -0.32 1.4 5.0 Freedom2025 K 11.92 -0.26 2.0 1.7 GrStrt n 48.90 -1.57 4.7 2.4 ValueDisc n 32.92 -0.37 -2.8 32.0
AmanaGrowth n 63.39 -1.40 10.8 29.7 CoreBd Inst 7.74 -0.16 -3.1 -16.5 Acorn I 9.39 -0.31 4.7 -16.1 USBdIdxInstPrem n 9.64 -0.18 -3.1 -16.4 GwthDiscovery n 46.80 -1.26 17.7 19.3 Wrldw n 27.55 -0.98 9.6 4.9
Freedom2025K6 11.89 -0.26 2.1 2.1
Amer Beacon Insti: HiYBlk 6.56 -0.09 4.4 3.7 Balanced I 43.12 -0.94 8.2 11.9 F USSusIdx n 18.86 -0.52 13.2 29.9 HighInc n 7.13 -0.10 2.2 -2.6 Fidelity SAI:
Freedom2030 K 15.02 -0.34 2.7 4.4
HiYldBd Inst 6.56 -0.09 4.3 3.5 Fidelity Adv Focus A:
SmCpInst 22.14 -0.42 -1.3 43.3 ContCore I 28.46 -0.68 15.9 30.7 Freedom2030K6 14.97 -0.35 2.8 4.8 IntBd n 9.67 -0.08 0.3 -8.9 FidSAIEmgMktIndx 12.01 -0.33 -1.5 -13.2
American Century G: InflProtBdInst 9.32 -0.09 -1.6 -6.1 DivIncom I 28.63 -0.42 0.5 30.9 Fairholme: HthCarA 53.87 -0.65 -6.8 -4.5 Freedom2035 K 13.06 -0.31 4.2 9.4 IntlDisc n 39.56 -1.09 -0.2 -6.1
LowDurI Inst 8.79 -0.02 2.3 -2.0 FidSAIIntlIndxFd 12.13 -0.34 3.2 12.4
GlBond 8.18 -0.12 -1.0 -12.1 LgCpIdx I 48.14 -1.18 11.3 27.9 Fairholme n 30.68 -0.93 24.0 40.9 TechA 85.53 -2.99 37.6 28.3 Freedom2035K6 13.03 -0.30 4.4 9.9 IntlEnhIdx n 9.47 -0.28 3.9 13.7 IntlValIdx 8.86 -0.23 6.5 34.8
BlackRock Funds A: SelComunInfo 115.85 -3.98 22.4 43.4 Fidelity Advisor: Freedom2040 K 9.35 -0.23 5.4 13.1 IntlGrRet n 16.35 -0.47 2.7 -1.5
Sustain Equity 42.73 -1.08 10.2 26.5 FAM Value: LowDurationInc 10.02 0.00 4.2 5.0
American Century I: AdvLgCapCore 16.78 -0.35 10.5 23.9 SelLCVal 29.84 -0.17 -4.5 36.7 SrsAdvIntlCapApp 25.17 -0.89 7.7 -3.8 Freedom2040K6 9.32 -0.23 5.7 13.7 IntlSmCap n 27.37 -0.64 2.4 12.9 Muni Inc 9.17 -0.17 -1.9 -7.2
FAMValue n 83.70 -2.20 1.4 18.7
CapAppr 27.84 -0.94 27.3 4.0 StratInc I 19.91 -0.31 0.9 -5.1 StragInc n 10.62 -0.14 0.9 -2.8 Freedom2045 K 10.73 -0.27 5.8 13.4 IntMu n 9.59 -0.11 -1.2 -4.6 SAIEmgMktLoVolIx 10.22 -0.21 4.5 12.6
EqInc 8.30 -0.09 -3.5 17.8 Federated Hermes A:
EqtyDivd 17.72 -0.24 0.4 32.2 TotReBd I 28.00 -0.59 -2.4 -17.0 TotBdFdClZ 8.85 -0.17 -1.8 -12.7 Freedom2045K6 10.69 -0.27 5.9 13.9 InvGB n 6.70 -0.13 -2.4 -15.1 SAIInflaFocFd 93.70 1.16 -3.4 48.8
Growth 45.65 -1.22 24.8 18.3 StrValDivA p 4.96 -0.07 -11.6 26.4
GlblAlloc 16.57 -0.26 0.9 -1.2 Columbia Class I2: Fidelity Advisor A: Freedom2050 K 10.86 -0.27 5.8 13.4 InvGrBd 9.33 -0.18 -2.2 -13.2 ShortTermBd 9.48 -0.01 2.5 -1.3
IntTF 10.19 NA NA NA Federated Hermes Int:
HlthScOp 62.53 -1.13 -2.8 9.1 DivIncom 29.15 -0.43 0.5 31.2 Freedom2050K6 10.85 -0.27 6.0 14.0 LargeCap n 41.29 -0.70 10.6 48.4 TotalBd 8.39 -0.15 -1.6 -12.1
MdCapVal 14.34 -0.27 -6.0 28.0 InsHiYld 8.21 -0.12 3.7 0.1 BalancA 23.74 -0.49 8.6 13.8
MdCpGrA 27.47 -1.13 7.6 -12.8 Columbia Class I3: Freedom2055 K 12.58 -0.31 5.8 13.5 LCapCrEIdx n 19.78 -0.40 11.5 33.1 TxFreeBd 9.31 -0.16 -1.9 -6.5
SmCapVal 8.79 -0.13 -3.0 41.1 TtlRtnBdI 8.87 -0.17 -3.4 -13.5 EqGrA p/r 14.92 -0.41 17.5 18.4
MultiAstIncome 9.18 -0.15 0.6 -0.1 Freedom2055K6 12.56 -0.32 5.9 13.9 LCapGrEIdx n 27.84 -0.82 22.1 25.1 U.S.TreBdIdx 8.28 -0.12 -2.7 -17.2
American Century Inv: ContCore I3 29.24 -0.69 16.0 31.2 Federated Hermes IS: GrOppA 109.11 -2.97 23.4 -3.5
NatlMuni 9.63 -0.12 -0.8 -6.8 Idx2020InsPre 14.29 -0.30 1.5 -1.4 LevCoSt n 31.37 -0.87 9.6 24.2 Fidelity Selects:
DiscCoreVal n 29.52 -0.48 -2.6 14.2 DivIncom 29.20 -0.43 0.5 31.4 NwInsghtA 30.63 -0.61 21.9 16.3
ScTechOppA 42.75 -1.73 25.1 -10.2 KaufmnSCI 40.64 -1.03 -2.2 -18.4 Idx2025InsPre 16.18 -0.37 1.8 0.0 LgCpVHIdx n 13.81 -0.23 -2.4 32.5
EqGro n 24.03 -0.49 10.0 14.4 Credit Suisse Common: StrInA 10.47 -0.14 0.6 -3.7 Biotech n 14.83 -0.51 -8.9 -21.0
TotRet 9.27 -0.19 -3.2 -16.6 StraValDivIS 5.00 -0.07 -11.4 27.4 Idx2030InsPre 17.20 -0.40 2.5 2.5 LmtTrmMuniIncm n 10.00 -0.05 -0.1 -3.5
EqInc n 8.29 -0.09 -3.7 17.1 ComdtyRet 23.52 0.13 -4.1 50.6 Fidelity Advisor Fun: DfAero n 14.98 -0.14 -2.9 28.5
BlackRock Funds III: UltraShortI 9.08 0.00 4.0 3.9 Idx2035InsPre 19.41 -0.48 3.8 7.1 LowP n 40.34 -0.64 0.6 34.5
Grwth n 44.26 -1.18 24.6 17.6 EqGrClZ 17.54 -0.47 17.9 19.8 Energy n 61.13 0.11 8.9 257.1
iShS&P500IdxK495.57-12.09 11.4 28.4 Federated Hermes R: Idx2040InsPre 19.90 -0.51 5.0 10.6 LowPriStkK 40.28 -0.64 0.7 34.8
Heritage n 18.88 -0.57 3.3 -5.5 D InterDiscZ 39.38 -1.09 -0.2 -5.8 Health n 25.82 -0.32 -6.5 -3.5
iShUSAggBdIdxK 8.43 -0.15 -2.8 -16.2 KaufmnR 4.60 -0.12 -1.5 -24.6 Idx2045InsPre 20.71 -0.55 5.2 10.8 LowPriStkK6 13.62 -0.22 1.1 36.1
MdCapVal n 14.32 -0.27 -6.1 27.2 IntlGrwZ 16.35 -0.47 2.8 -1.1 HlthCareSrvPt r n 129.77 -0.79 -1.7 30.0
BlackRock Funds Inst: Davis Funds A: Federated Hermes R6: Idx2050InsPre 20.75 -0.55 5.3 10.9 LtdTmBdFd n 10.84 -0.03 2.3 -4.1
OneChMod n 12.89 -0.27 1.2 2.4 Fidelity Advisor I: ITSvs n 55.44 -1.60 5.5 -14.0
AdvLgCapCore 17.76 -0.37 10.7 24.8 Idx2055InsPre 17.07 -0.45 5.2 10.8 Magin n 10.92 -0.37 14.3 11.8
Select n 93.19 -3.05 23.8 19.2 NYVen A 24.03 -0.69 11.6 17.5 FedInstHYBondL 8.21 -0.13 3.7 0.1 BalancI 24.36 -0.51 8.8 14.6 MdTchDevis n 53.53 -0.19 -13.1 -13.2
CAInsMun 11.25 -0.16 -1.8 -2.5 Idx2020 Premier 14.29 -0.30 1.6 -1.3 MAMun n 10.67 -0.18 -2.3 -8.0
Ultra n 68.61 -1.96 24.4 14.0 Davis Funds C & Y: StrValL 5.00 -0.07 -11.4 27.7 ConsvIncmMuni I n 9.97 -0.01 2.3 2.9 Retail n 17.26 -0.19 9.0 0.8
EmgMkts 21.90 -0.51 -1.1 -13.0 Idx2025 Premier 16.17 -0.37 1.9 0.0 Manager40 n 11.35 -0.19 1.3 0.5
American Century R6: NYVenY 24.98 -0.71 11.8 18.3 TtlRtnBdL 8.87 -0.16 -3.4 -13.4 EqGrI 17.28 -0.47 17.7 19.3 Semiconductors r n 21.58 -1.27 48.1 76.5
EqtyDivd 17.81 -0.24 0.7 33.1 Idx2030 Premier 17.20 -0.40 2.5 2.5 Manager60 n 13.31 -0.26 2.6 4.2
AmCentUltraFdR6 73.24 -2.09 24.7 15.2 Del Invest Instl: Fidelity: FAEmgMktI 26.02 -0.71 -2.7 -9.8 Softwr n 24.86 -0.46 26.5 16.5
FloRateIncPorIns 9.58 -0.02 9.1 16.2 Idx2035 Premier 19.42 -0.47 3.9 7.2 MegaCpStk n 19.07 -0.30 13.4 51.8
MdCapVal 14.34 -0.27 -5.8 28.5 500IdxInstPrem n 146.70 -3.58 11.5 28.5 FAInvGrdI 6.71 -0.12 -2.4 -15.2 Idx2040 Premier 19.89 -0.52 5.0 10.7 Tech n 24.73 -0.85 38.6 19.9
GlblAlloc 16.73 -0.26 1.1 -0.4 Value 16.89 -0.26 -7.0 22.8 MidCap n 36.70 -0.72 -1.7 35.0
SmCpVal 8.79 -0.13 -2.8 41.8 BalancedK6 12.71 -0.26 9.1 16.0 FltRatel 9.19 -0.02 9.3 18.7 Idx2045 Premier 20.71 -0.55 5.2 10.9 UtilGr n 90.61 -1.75 -11.8 12.4
HiEqInc 25.34 -0.32 -1.4 36.0 Deutsche DWS: MidCapEnIdx n 15.21 -0.39 -0.9 20.5
American Funds Cl A: Contrafund K6 20.75 -0.45 23.4 17.9 GrOppI 120.98 -3.29 23.7 -2.8 Idx2050 Premier 20.75 -0.54 5.3 11.0 Fidelity Series:
HlthScOp 66.93 -1.21 -2.6 10.0 CoreEq n 28.51 -0.57 10.4 29.1 MuniInc n 11.34 -0.22 -2.2 -7.2
2020TarRetA 12.18 -0.19 0.1 3.5 EmgMktIdxInstPre n 9.30 -0.26 -1.4 -13.0 HthCarI 59.90 -0.73 -6.6 -3.8 Idx 2055 Premier 17.07 -0.45 5.3 10.9 NASDAQ n 165.16 -5.36 25.2 15.9 Canada 13.49 -0.26 2.7 39.6
MdCpGrEq 32.37 -1.33 7.8 -12.1 Diamond Hill Funds:
2025TarRetA 13.59 -0.23 1.0 4.0 ExtMktIdxInstPre n 65.14 -1.68 3.5 2.7 IntlGr 16.31 -0.47 2.7 -1.5 Income n 9.82 -0.14 0.2 -5.0 NewInsights Z 32.19 -0.64 22.2 17.6 IntMuni Z 9.61 -0.11 -1.2 -4.4
MultiAstIncome 9.19 -0.15 0.8 0.6 LgCapI 28.82 -0.54 -0.8 20.2 FidAdAsset 12.46 -0.16 0.1 -2.8 MuniIncI 9.61 -0.11 -1.2 -4.8 FidelityAdviAsset:
2030TarRetA 14.87 -0.27 2.3 6.1 NatlMuni 9.62 -0.13 -0.6 -6.1 Fidelity Invest: NewMill n 43.72 -0.97 10.5 56.2
LgCapY 28.87 -0.54 -0.7 20.7 FidAdEm 32.34 -0.79 3.1 NS NwInsghtI 32.03 -0.64 22.1 17.2
2035TarRetA 16.05 -0.30 3.8 9.2 ScTechOppInst 47.10 -1.90 25.3 -9.5 AggrInt n 22.46 -0.79 7.6 -3.8 NewMkt n 11.25 0.16 1.9 -9.7 ADVAssetMan60 13.31 -0.26 2.6 4.4
LongShortI 26.03 -0.31 4.3 26.8 FidSAI 8.28 -0.12 2.0 NS REIncmInst 10.56 -0.21 -1.3 8.1 First Eagle Funds:
2040TarRetA 16.74 -0.33 5.2 10.9 StratIncOpptyIns 8.95 -0.07 0.9 -0.5 AilSectEq 9.96 -0.23 15.0 33.6 OTC n 16.10 -0.30 25.5 18.3
Dimensional Fds: FidSAIEmerg 11.41 -0.23 5.2 5.7 StrInI 10.62 -0.14 0.9 -3.0
2045TarRetA 17.10 -0.35 5.5 11.0 StratMuniOppI 9.76 -0.15 -3.3 -5.8 AMgr20% n 12.46 -0.16 0.1 -3.0 OTC K 16.47 -0.31 25.6 18.5 GlbA 60.46 -0.56 4.3 19.7
2050TarRetA 16.77 -0.35 5.9 10.7 2TGlFxd 9.75 0.01 3.8 0.7 FidSer5 7.29 -0.13 -5.2 NS Total Bd 8.85 -0.17 -1.9 -13.0 AMgr50% n 17.77 -0.32 1.9 2.2 Ovrse n 51.91 -1.79 2.7 1.3
TotRet 9.26 -0.20 -3.1 -15.8 OverseasA 22.79 -0.31 1.5 6.8
AmcpA 33.67 -0.71 12.2 8.0 5GlbFxdInc 10.11 0.01 3.9 -3.9 FidSer0-5 9.51 0.00 2.5 NS Fidelity Advisor M: AMgr70% n 23.33 -0.47 3.6 7.4 PuritanK 21.04 -0.47 4.1 8.7
BNY Mellon Funds: FPA Funds:
AMutlA 47.20 -0.64 -1.2 25.4 DFARlEst 32.79 -1.36 -9.4 3.4 FIDSerEmgMkt 7.75 -0.21 0.1 -16.1 Balanced 24.12 -0.50 8.4 12.9 AMgr85% n 21.67 -0.47 4.8 11.0 Puritn n 21.06 -0.47 4.1 8.4
Aprec n 38.91 -0.59 10.3 25.3 EmgMkt 25.09 -0.68 1.6 0.1 FPANwInc n 9.50 -0.02 3.5 1.5
BondA n 10.64 -0.19 -3.8 -15.5 FidSerInt 8.32 -0.07 0.8 NS EqGr 14.37 -0.39 17.2 17.6 AstMgr30R n 10.61 -0.16 0.6 -1.7 RealE n 32.28 -1.32 -8.7 3.1
Dr500In n 48.44 -1.18 11.0 26.7 FPA Funds Trust:
BalA 29.25 -0.53 2.7 11.1 EmgMktSoCoEq 12.72 -0.34 2.9 1.6 FidSerToMarket 13.89 -0.35 10.3 24.1 GrOppM 107.21 -2.92 23.2 -4.2 Balanc n 24.38 -0.50 7.8 13.7 RealEstInc n 10.61 -0.21 -1.3 8.1
CapIBA 60.48 -1.05 -2.0 13.5 Dreyf n 15.26 -0.37 16.9 31.8 EmgMktVa 27.05 -0.71 5.0 23.5 FIDSerTresIndxFd 9.93 0.00 3.9 5.3 NwInsghtM 28.56 -0.57 21.6 15.4 FPACres Inst n 36.16 -0.65 9.6 31.9
BalancedK 24.38 -0.50 7.8 14.0 SAIIntlMinVolInd 10.05 -0.21 2.2 5.6
CapWA n 15.15 -0.16 -4.2 -22.4 DreyMid r Inv n 26.41 -0.55 -0.6 24.4 EmMktCorEq 20.45 -0.54 3.8 6.9 FIDZroExtMktIx n 10.38 -0.24 -1.3 16.2 Fidelity Advisor Z: FPACresentFnd 36.17 -0.66 9.7 32.1
BluCh n 149.04 -3.92 33.4 14.0 SAILTTreBdIdx 6.34 -0.34 -14.4 -44.4
CapWGrA 54.01 -1.19 6.1 12.9 GlFxIncI 18.69 -0.22 -0.4 -9.7 EmMktSmCp 20.75 -0.61 4.3 17.1 FIDZroLgCpIx n 15.03 -0.37 12.2 26.2 SAISm-MidCap500I 5.24 -0.11 -0.1 17.9 Franklin A1:
AdvIntlSmCpZ 27.55 -0.64 2.5 13.4 BluChpGr K6 23.14 -0.60 33.9 15.9
EupacA 49.89 -1.36 2.0 -6.9 InstS&PStkIdx I 58.45 -1.43 11.3 27.8 Fixd 10.22 0.01 3.9 2.5 Flex 500 Index 18.03 -0.44 11.5 28.6 SAIUSMinVolIndFd 17.32 -0.28 4.7 21.0 CA TF A1 6.34 -0.13 -3.0 -8.8
AssetManager50% 17.71 -0.33 1.9 2.5 BluChpGrK 149.83 -3.93 33.5 14.3
FdInvA 65.07 -1.32 9.9 24.6 IntlStkI 20.82 -0.62 1.5 -4.1 GblAll60 40Inst 19.12 -0.29 4.3 12.8 FlexIntIdx 11.40 -0.32 1.6 5.0 SAIUSQtyIdx 17.58 -0.41 15.9 28.8 Fed TF A1 9.94 -0.23 -2.8 -9.3
AssetMngr85 21.55 -0.47 4.9 11.2 CAMun n 11.36 -0.19 -2.0 -7.2
GBalA 32.52 -0.52 1.4 2.9 IntlStkY 20.56 -0.61 1.5 -4.1 GlEqInst 27.35 -0.64 5.3 25.4 FlexUSBdIdx 8.50 -0.15 -3.0 -16.5 SmCapDisc n 22.63 -0.55 -0.2 33.0 HiInc A1 1.60 -0.02 4.2 3.3
AsstMngr70 23.30 -0.47 3.6 7.6 CapAp n 35.60 -0.94 11.6 19.7
GovtA n 11.36 -0.19 -4.8 -15.6 SmMidCpGrI 21.89 -0.43 -3.8 -29.7 GlRESec 8.70 -0.32 -10.4 -1.8 Freedom2060K 11.55 -0.29 5.7 13.3 SmlCapO n 11.68 -0.30 0.6 21.7 HY TF A1 8.05 -0.18 -3.5 -9.5
EmMkt Z 25.98 -0.70 -2.6 -9.4 CapDevO n 19.15 -0.33 10.9 48.2
GwthA 58.12 -1.52 17.4 9.5 StrgVal I 40.07 -0.70 3.6 64.0 InfProtSec 10.39 -0.09 -1.4 -7.0 GlexUSIdxInstPre n 12.76 -0.35 1.7 5.0 SmlCpGrth n 23.56 -0.53 -0.4 -3.5 IncomeA1 2.13 -0.04 -1.7 19.8
FloatRateHighInc 9.20 -0.01 9.4 19.2 CnvSc n 30.27 -0.39 3.0 11.0
HI TrA n 8.83 -0.12 2.8 6.7 BNY Mellon Funds Tru: IntGvFxdInc 10.39 -0.14 -2.4 -18.1 GrowthCompanyK6 19.16 -0.63 24.5 13.9 GovtIncome 8.63 -0.15 -3.7 -17.6 SmlCpGrth K6 12.58 -0.29 -0.1 -2.8 NY TF A1 9.20 -0.20 -2.7 -10.0
Contra n 14.87 -0.32 24.8 17.9
HiInMuniA n 13.74 -0.28 -1.7 -5.2 MCMultiStrM 16.09 -0.39 1.5 12.0 IntlCoreEq 13.51 -0.34 2.4 15.9 InflPrBdIndInsPr n 8.89 -0.07 -1.3 -6.5 GrOpp 122.67 -3.33 23.8 -2.4 ContraK 14.93 -0.32 24.9 18.2 SmlCpGrth Z 23.81 -0.54 -0.3 -3.2 US Gov A1 4.74 -0.10 -4.5 -15.8
ICAA 45.56 -0.87 11.6 28.7 NtlIntmMuni 12.25 -0.16 -1.7 -5.8 IntlREst 3.26 -0.09 -12.1 -10.5 IntlIdxInstPrem n 42.50 -1.19 3.2 12.4 InvestGradeBd 6.71 -0.13 -2.3 -14.9 CpInc n 9.03 -0.12 4.3 12.3 SmlCpVal n 16.74 -0.34 -1.7 44.6 Utils A1 18.41 -0.39 -13.1 4.0
IncoA 21.57 -0.35 -2.5 14.8 Brown Advisory Funds: IntlSustCore1 10.55 -0.30 1.2 6.1 IntlIndex n 10.01 -0.28 2.0 5.9 NewMktsIncFdZ 11.24 0.15 1.9 -9.5 DisEq n 53.51 -1.34 17.1 16.2 Srs1000ValIndRet 13.61 -0.25 -1.1 28.9 Franklin Templeton:
IntBdA n 12.00 -0.10 -0.9 -8.6 GrwthEquityInst24.60 -0.73 13.6 -4.9 IntlVal 18.35 -0.47 6.4 45.6 IntrTresBdIxPrem n 9.12 -0.14 -3.2 -18.3 RE Income 10.55 -0.21 -1.2 8.4 DivGth n 29.60 -0.56 4.7 34.6 SrsBlChGroRetail n 13.38 -0.34 34.5 18.1 TgtModA 13.04 NA NA NA
D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
FrankTemp/Frank Adv: CmstA 26.43 -0.41 1.2 59.6 USEquity 18.98 -0.52 11.9 28.7 GlbDiscz 29.17 -0.49 7.5 42.7 PIMCO Funds Instl: Schwab Funds: EqIncAdml n 80.34 -1.37 -3.1 33.9 500 390.04 -9.52 11.3 28.1
CA TF Adv 6.33 -0.12 -3.0 -8.5 DevMktA 36.02 -0.57 1.2 -19.5 ValAdv 33.47 -0.64 -3.6 38.0 QuestZ 12.85 -0.14 -0.8 15.8 ComPLUSStrtgyFd 7.14 0.06 5.6 111.8 1000 Inv nr 91.18 -2.26 11.1 24.8 EuropeAdml n 70.03 -2.06 3.4 14.9 EmgMktInstPl 80.20 -2.29 -0.8 -7.8
CvtScAdv 19.08 -0.18 -0.1 1.5 DiscFdA p 71.73 -1.79 0.2 -8.7 JPMorgan Inst Class: SharesZ 22.73 -0.43 1.4 28.7 DynamicBd 9.40 -0.08 1.5 -3.2 CoreEq n 18.57 -0.34 10.3 24.7 ExplrAdml n 87.53 -1.88 0.7 7.0 ExtndIstPl 255.03 -6.60 3.5 2.8
Dynat Adv 118.08 -4.94 22.4 -9.2 DisMdCpGrA 20.31 -0.62 -2.5 -11.0 ValAdv L 33.53 -0.64 -3.5 38.7 IncomeFd 9.97 -0.14 1.3 -0.4 FunIntlLgInst nr 9.60 -0.23 6.1 33.0 ExtndAdml n 103.35 -2.67 3.5 2.7 FTAIWdInPl 104.65 -2.91 1.7 6.0
Growth Adv 113.94 -3.48 10.6 10.9 DivIncm p 23.05 -0.41 -3.7 23.8 JPMorgan L Class: N InflRespMulAsset 7.61 -0.02 0.9 15.3 FunUSLgInst nr 21.82 -0.38 4.2 44.9 GNMAAdml n 8.57 -0.20 -4.2 -14.8 IdxIntl 16.59 -0.46 1.4 5.4
IncomeAdv 2.11 -0.04 -1.6 20.5 DivrsDiv p 16.81 -0.29 -2.6 25.2 Pioneer Funds A: InflProSel n 9.82 -0.07 -1.3 -6.4 GroIncAdml n 86.50 -2.07 10.7 29.9 ITTresIdx Inst 23.64 -0.25 -1.6 -14.4
Fl EmMktEq L 27.11 -0.72 -3.7 -26.8 Natixis Funds:
RisDv Adv 82.73 -1.34 1.3 24.8 EqIncA 9.65 -0.17 -0.3 22.5 CoreEqA 19.04 -0.33 5.3 20.5 IntI Sel nr 20.34 -0.57 3.0 12.1 GrwthAdml n 138.91 -4.28 27.2 17.6 LTTresIdx Inst 22.32 -1.07 -12.9 -42.1
MdCpVal L 32.88 -0.79 -4.1 30.2
SmCpValAdv 50.80 -0.89 -4.7 27.1 EqWtdA p 62.61 -1.51 -1.9 26.6 InvGradeBdY 9.20 -0.14 -1.6 -9.7 S&P Sel n 65.48 -1.60 11.4 28.5 HltClxAd nr 116.15 -1.98 -5.4 16.8 MdCpGrAdml n 80.95 -2.45 5.2 1.7
JPMorgan R Class: DiscGrA 14.35 -0.34 13.1 22.8
FrankTemp/Franklin A: GblStrIncmA p 2.94 -0.03 0.3 -10.0 LSGrowthY 21.23 -0.62 30.4 18.2 SmCp Sel nr 27.28 -0.63 -3.3 8.1 HlthCareAdml nr 84.68 -2.02 -2.6 14.9 MdCpVlAdml n 65.36 -1.80 -5.2 26.9
CoreBond 9.61 -0.16 -2.3 -13.9 PioFdA 32.36 -0.98 11.0 22.9
GlbOppA p 40.69 -1.43 -6.0 -34.6 Neuberger Berman Fds: TSM Sel nr 71.85 -1.77 10.2 24.0 HYCorAdml nr 5.03 -0.06 2.4 0.0 SmValAdml n 65.52 -1.25 -2.4 36.4
BAL A 11.33 -0.22 -3.1 10.4 CorePlusBd 6.74 -0.12 -2.4 -13.7 Pioneer Funds Y:
GrIncA 20.30 -0.42 0.2 41.9 GenesInst 55.17 -1.59 1.3 10.5 USSmCoIdx nr 13.94 -0.28 -0.2 35.9 InfProAd n 22.29 -0.16 -1.5 -6.6 TotBd2 8.88 -0.16 -2.9 -16.3
DynaTech A 113.07 -4.73 22.1 -9.9 HighYld r 6.05 -0.06 3.6 4.0 BondY 7.61 -0.15 -2.6 -13.4 InfTechIdx n 209.86 -6.80 29.1 30.7
HYMuA 7.73 -0.23 -5.9 -9.7 IntrinsicValInst 17.54 -0.32 -1.5 29.3 SEI Portfolios: TotIntlInstIdx r 110.97 -3.07 1.4 5.7
EqIn A 27.04 -0.57 -1.8 25.0 MtgBckd 9.44 -0.16 -2.5 -11.8 StratIncY p p 8.68 -0.16 -1.4 -7.4 IntlGrAdml n 88.90 -3.75 -1.7 -21.3
IntTMIA p 9.82 -0.15 -1.3 -5.2 LCVal Inst 39.96 -0.41 -7.2 45.5 TotItlInstPlId r 111.00 -3.06 1.5 5.7
FoundFAlA 12.68 -0.24 1.5 12.8 ShtDurBnd 10.48 -0.02 2.4 -0.8 Price Funds: CoreFxIn F 8.87 -0.19 -3.6 -18.2
InvGloblFdA 85.73 -2.41 15.3 2.5 LgShInst 16.80 -0.03 7.8 13.2 ITBondAdml n 9.59 -0.17 -2.5 -16.7 TotSt 101.46 -2.47 10.2 23.7
GrOp A 41.50 -1.30 19.3 -4.6 USRechEnhEq 32.74 -0.79 13.2 33.1 2050RetFd n 15.61 -0.37 6.8 13.0 IntlEmg F 9.82 -0.28 -1.0 -11.8 ITIGradeAdml n 7.92 -0.16 -1.7 -14.9
LmtdTrmMunInc p 10.67 -0.08 -0.3 -2.0 StrIncInst 9.08 -0.17 0.5 -3.1 VANGUARD INSTL FDS:
Growth A 112.82 -3.44 10.4 10.1 JPMorgPrm: Balnanced n 23.09 -0.51 5.6 6.6 IntlEq F 10.42 -0.29 4.0 10.0 ITsryAdml n 9.46 -0.11 -2.1 -14.0
MnStFndA 47.14 -0.99 8.6 19.3 Neuberger Berman Inv: BalInst 40.81 -0.88 4.9 6.7
LwDuToRt A 8.75 -0.01 2.7 0.6 USEquity L 19.03 -0.52 12.1 29.3 BlChip n 135.37 -3.89 30.8 -0.5 IntMuni F 10.46 -0.14 -1.8 -6.4 ITTresIdx n 19.05 -0.20 -1.6 -14.4
MnStSmCpA p 23.35 -0.53 0.0 17.8 Genes n 55.02 -1.58 1.2 10.0 DevMktsIndInst 13.56 -0.37 2.2 10.7
RisDv A 82.83 -1.29 1.1 23.8 Communica&Tech n 112.02 -1.90 21.1 -16.4 LgCapGr F 40.26 -1.11 21.1 16.8 LarCapAd n 97.47 -2.39 12.0 25.7
ModInvA 9.64 -0.19 0.6 -0.4 Guard n 22.89 -0.38 19.4 24.5 DevMktsInxInst 21.20 -0.58 2.2 10.8
SmMCpGrA 29.32 -0.59 6.2 -13.7 L DivGro n 64.68 -1.15 1.8 25.8 TaxMgdLC F 31.10 -0.67 4.1 28.1 LTGradeAdml n 6.91 -0.31 -7.9 -30.7
MunInA 11.01 -0.29 -3.1 -9.0 LCVal n 39.97 -0.42 -7.3 44.9 EmMkInst r 24.11 -0.69 -0.8 -7.8
StrInc A 7.83 -0.10 1.0 -4.9 EqInc n 31.27 -0.46 -2.8 37.7 SmeadFds: LTsryAdml n 7.41 -0.36 -13.2 -41.8
RchHiYldMuniA 6.21 -0.17 -3.3 -7.0 Neuberger Berman Tr: ExtndInst 103.34 -2.68 3.5 2.7
TtlRtn A 7.75 -0.14 -2.7 -16.1 Laudus Funds: EqIndex n 111.15 -2.72 11.3 27.9 SmeadValueInstl 66.27 -1.31 0.2 55.4 MidCpAdml n 248.77 -7.18 -0.4 13.8
RisingDivA 22.26 -0.44 6.0 25.8 FTAlWldIst r 98.83 -2.74 1.7 6.0
FrankTemp/Franklin C: USLgCpGr nr 21.70 -0.64 27.9 2.6 GenesisFdR6 55.17 -1.59 1.4 10.8 GlbStk n 50.54 -1.08 10.6 0.2 SSgA Funds: MrgBkdIdx n 16.96 -0.40 -4.9 -16.6
RochAMTFrMuni 6.37 -0.15 -3.0 -7.4 FTScinst 28.47 -0.76 14.8 21.8
Income C 2.17 -0.04 -2.1 18.1 Lazard Instl: Nicholas Group: GlbTech n 13.27 -0.41 32.0 -26.8 SP500 n 221.59 -5.41 11.4 28.1 MuHYAdml n 9.72 -0.23 -2.3 -7.3
RoMu A p 13.65 -0.45 -3.7 -8.1 GrwthInst 138.92 -4.27 27.2 17.7
FrankTemp/Franklin R: SenFltRtA 6.66 -0.03 9.2 23.1 EmgMktEq 16.06 -0.32 10.2 17.7 Nich n 78.00 -1.62 16.8 31.5 Growth n 79.52 -2.09 29.1 1.1 MuIntAdml n 12.87 -0.16 -1.5 -5.3
HelSci n 84.31 -1.75 -6.1 3.5 T InPrSeIn 9.08 -0.07 -1.4 -6.5
FrkDynTchR6 119.82 -5.02 22.4 -8.9 SP IncomeA 5.03 0.02 16.7 159.0 GlbLstInfr 14.02 -0.19 0.3 22.1 Northern Funds: MuLTAdml n 10.00 -0.21 -2.8 -8.4
InstFLRfd r 9.34 -0.02 9.1 16.5 InstIdx 352.84 -8.60 11.4 28.5
FrkGrthR6 113.90 -3.47 10.7 11.2 Invesco Funds P: IntStrtEq r 13.52 -0.45 0.8 1.4 BdIdx n 8.59 -0.16 -3.3 -16.5 MuLtdAdml n 10.51 -0.05 0.4 -1.3
InstHiYld 7.27 -0.11 4.2 1.7 TCW Funds: InstPlus 352.83 -8.60 11.5 28.5
FrkIncR6 2.12 -0.04 -1.5 21.1 Legg Mason I: EmMktsEqIdx nr 10.03 -0.29 -1.7 -13.8 MuShtAdml n 15.51 -0.03 1.6 1.4
Summit P pn 19.62 -0.64 18.6 -2.3 LgCapGow I 58.87 -1.26 28.2 12.8 InstTStPlus 72.95 -1.78 10.3 24.2
FrkRisDivR6 82.71 -1.36 1.4 25.0 IntlGrTrI 54.09 -1.34 0.1 -8.3 HiYFxInc n 5.57 NA NA NA EmMktInc n 5.78 NA NA NA NJLTAdml n 10.47 -0.22 -2.4 -6.2
Invesco Funds Y: InstLCCoreGr 54.41 -1.55 31.0 0.1 ITBdInst 9.59 -0.17 -2.5 -16.7
FrkSmCpGrR6 19.55 -0.33 6.0 -14.2 Longleaf Partners: IntlEqIdx nr 12.46 -0.35 3.0 11.9 TotRetBondI n 7.38 NA NA NA NYLTAdml n 9.97 -0.21 -2.4 -8.0
DevMktY 35.45 -0.56 1.4 -18.8 LgCpVal 21.48 -0.26 -3.2 34.5 ITBdInstPI 9.59 -0.17 -2.5 -16.6
FrankTemp/Mutual A&B: IntTxExpt n 9.33 -0.10 -1.4 -7.3 Thompson IM: PacifAdml n 79.80 -1.99 1.3 1.9
DiscovY 88.62 -2.21 0.4 -8.1 Partners n 20.02 -0.48 9.6 23.2 InstSmCap 23.55 -0.47 -1.5 3.4 LaCapInst 401.16 -9.86 12.0 25.7
MidCpIdx n 18.48 -0.38 -0.3 25.7 Bond n 9.58 -0.03 2.7 3.8 PALTAdml n 9.94 -0.22 -3.1 -8.6
Shares A 22.36 -0.42 1.2 27.8 EqWtdY 63.67 -1.53 -1.7 27.5 Loomis Sayles Fds: IntDis n 54.77 -1.52 -3.7 -18.4 MidCpInst 54.95 -1.59 -0.4 13.8
SmCpVal n 17.47 -0.35 -3.2 29.9 Thornburg Fds: PrmcpAdml nr 150.23 -4.67 14.8 32.6
FrankTemp/Temp A: GloblY 86.89 -2.44 15.5 3.2 LSBondI 10.78 -0.17 -1.6 -6.8 IntlStk n 16.82 -0.43 1.4 -2.7 MidCpIstPl 271.02 -7.83 -0.4 13.9
StkIdx n 44.95 -1.09 11.4 28.2 IncBuildA t 21.95 -0.44 7.3 35.2 RealEstatAdml n 102.59 -4.43 -9.5 1.0
Frgn A 7.32 -0.18 6.7 27.6 IntGrowY 33.17 -1.31 0.3 -9.7 Lord Abbett A: MCapVal n 28.61 -0.44 0.9 37.6 RealEstaInstl 15.88 -0.68 -9.4 1.1
IntVal I 22.80 -0.63 3.3 2.3 S&PSC600Idx 334.08 -5.84 -4.2 24.2
GlBond A 7.00 -0.11 -8.8 -17.8 IntlSmCoY 35.66 -1.22 -8.2 -20.5 Affiltd p 15.05 -0.29 -1.8 23.1 MCEqGr 58.38 -1.57 4.5 4.1 SmCapAdml n 86.35 -1.90 -0.6 14.7 Rs1000GrwIdxInst523.40-15.41 24.2 21.9
O LtdTIncI 12.28 -0.09 1.3 -5.7
Growth A 22.66 -0.45 6.0 12.4 Ivy Funds: BdDeb p 6.62 -0.09 -1.2 -6.6 MidCap n 92.45 -2.47 4.2 4.1 SmGthAdml n 71.53 -1.82 1.9 -9.3 Rs1000Vl IdxInst252.74 -4.74 -1.2 28.6
World A 12.89 -0.34 13.0 5.9 NAmer n 60.40 -1.24 15.9 23.1 LtdTMu I 13.13 -0.08 -0.5 -4.6 Russ1000IdxInst370.51 -9.06 11.1 25.5
AssetStrA p 18.36 -0.30 4.1 12.6 CalibrDivGr 17.49 -0.37 4.0 21.5 Oakmark Funds Invest: STBondAdml n 9.81 -0.03 1.3 -5.1
FrankTemp/Temp Adv: NHoriz n 48.79 -1.97 5.3 -19.4 Thrivent Funds A: SmCapInst 86.35 -1.89 -0.6 14.7
CoreEqA t 14.95 -0.37 8.0 25.8 FloatRt p 8.04 -0.02 9.4 16.9 EqtyInc nr 30.51 -0.58 3.7 23.2 STCorpIx n 20.34 -0.08 1.7 -3.8
GlBondAdv 6.97 -0.10 -8.5 -17.1 LgCpGwthA p 27.15 -0.71 21.7 23.0 HYMuniBd p 9.89 -0.23 -2.2 -8.9 OverS SF nr 11.22 -0.31 2.3 10.9 LgCpStk 23.92 -0.62 6.8 16.0 STFedAdml n 9.85 -0.03 0.7 -4.5 SmCapIstPl 249.24 -5.46 -0.6 14.8
Oakmark n 115.05 -2.37 12.5 55.7 SmGthInst 57.28 -1.46 1.9 -9.3
Frost Family of Fund: LgCpGwthl r 29.73 -0.78 21.9 24.1 IntrTxFr 9.65 -0.13 -1.0 -6.5 QMUSSmCpGrEq n 35.55 -0.95 2.5 2.3 MidCapStk 25.73 -0.76 -0.3 22.8 STIGradeAdml n 9.88 -0.04 1.8 -3.6
OakmrkInt n 23.60 -0.65 2.6 18.4 SmValInst 36.62 -0.70 -2.4 36.5
MidCapI 27.03 -0.79 0.8 -6.9 MultiAstBalOppty 9.95 -0.20 1.0 3.5 SpectModerGwAllo n 33.45 -0.73 5.4 5.7 Thrivent Funds S: STIPSIxAdm n 23.62 0.00 2.4 6.0
FrTRInst 9.10 -0.10 1.7 2.2 Select n 59.43 -1.76 20.1 50.7 STBdIdxInstPl 9.81 -0.03 1.3 -5.0
MdCpGwthA p 23.64 -0.70 0.6 -7.8 ShtDurIncmA p 3.79 0.00 2.3 -0.3 Old Westbury Fds: R2010 n 13.87 -0.22 2.7 2.3 LgCpVal n 25.57 -0.41 0.4 46.2 STsryAdml n 9.69 -0.02 0.7 -4.4
G ScTechA p 42.59 -1.44 16.1 3.1 TaxFr p 9.64 -0.24 -2.4 -9.6 R2015 n 11.56 -0.19 2.9 3.5 MidCapStk n 30.42 -0.90 -0.2 23.6 STTresIdx n 19.19 0.00 1.9 -2.7 STBDInst 9.81 -0.03 1.3 -5.0
AlCpCore n 22.07 -0.59 11.1 16.9 R2020 n 17.28 -0.29 3.2 4.7 STCorpIxInst p 24.90 -0.10 1.7 -3.7
ScTechI r 54.44 -1.84 16.3 3.7 Lord Abbett C: TIAA-CREF/Instl Cl: TotBdAdml n 8.99 -0.16 -2.8 -16.2
Gabelli Funds: CreditIncomeFd n 7.46 -0.16 -3.5 -14.3 R2025 n 15.16 -0.27 3.7 6.2 STIGradeInst 9.88 -0.04 1.8 -3.5
ShtDurIncmC t 3.81 -0.01 1.8 -2.1 CoreBond Inst 8.48 -0.17 -2.6 -14.9 TotIntBdIdxAdm n 19.03 -0.17 1.8 -12.9
J FixInc pn 9.69 -0.10 -1.2 -10.9 R2030 n 22.80 -0.46 4.3 7.6 STIPSIxins 23.64 0.00 2.4 6.1
Asset p n 46.51 -1.04 -2.1 18.0 Lord Abbett F: CorePlsBd 8.50 -0.18 -2.1 -13.6 TotIntlAdmIdx nr 27.75 -0.77 1.4 5.5
LrgCpStr n 15.43 -0.38 5.8 5.2 R2035 n 17.96 -0.39 5.2 9.4 STTresIdx 24.11 0.00 1.9 -2.6
GE Elfun/S&S: TIAA-CREF/Retail Cl: TotStAdml n 101.48 -2.47 10.3 24.1
Janus Henderson: ShtDurIncm 3.79 0.00 2.6 0.3 MuniBd pn 11.04 -0.09 -2.0 -6.9 R2040 n 25.89 -0.59 6.0 11.2 TotBdInst 8.99 -0.16 -2.8 -16.1
Trusts n 68.74 -1.76 17.3 29.0 EqIdx n 30.46 -0.75 10.0 23.5 TxMBal nr 37.49 -0.66 4.6 9.6
Lord Abbett I: Sm&MdCapStrategi n 13.41 -0.30 -3.6 -9.0 TotBdInst2 8.88 -0.16 -2.8 -16.2
Balanced C 37.84 -0.73 3.5 4.9 Ret2045 n 18.40 -0.44 6.5 12.7 TxMCapAdml n 217.91 -5.45 11.3 26.4
GMO Trust Class III: BdDebentr 6.58 -0.09 -1.1 -6.1 Optimum Funds Inst: Gro&Inc n 22.35 -0.53 17.4 26.6 TotBdInstPl 8.99 -0.16 -2.8 -16.1
Balanced T n 38.43 -0.73 4.2 7.4 Ret2055 n 16.26 -0.39 6.8 12.9 TxMIn nr 13.54 -0.37 2.1 10.7
EmgCntryDt 18.02 NA NA NA FloatRt 8.05 -0.02 9.7 17.6 Fixed Inc 7.72 -0.15 -3.5 -17.1 TIAA/CREF Funds: TotIntBdIdxInst 28.55 -0.26 1.8 -12.8
Enterprise T n 122.47 -3.47 3.4 16.5 RetBal Inc n 12.08 -0.17 2.4 2.6 TxMSC nr 73.01 -1.29 -4.2 24.1
Quality 26.72 -0.45 16.1 37.8 GlLifeSci T nr 64.13 -1.38 -4.1 10.9 HiYld 5.91 -0.08 1.7 -1.7 LgCpGrwth 19.57 -0.62 23.2 2.1 SciTec n 34.89 -1.09 33.5 3.4 BdIdxInst 8.95 -0.17 -2.9 -16.6 USGroAdml n 124.78 -4.44 23.2 -7.4 TotStInst 101.50 -2.46 10.3 24.2
GMO Trust Class VI: GlTech T nr 44.43 -1.46 32.2 5.7 ShtDurInc p 3.78 -0.01 2.5 0.3 LgCpVal 18.42 -0.37 -1.3 30.0 Sht-Bd n 4.47 -0.01 2.3 -1.9 EqIdxInst 29.93 -0.73 10.2 24.5 UtilIxAd nr 62.91 -1.33 -16.2 -0.4 TtlWrldIxInst p 185.56 -4.75 6.9 16.4
Quality 26.73 -0.45 16.1 38.2 Grw&Inc T n 66.32 -1.10 5.8 27.1 Osterweis Strat Income: SmCap n 45.44 -0.91 -5.1 15.9 Gr&IncInst 14.34 -0.34 17.7 27.6 ValAdml n 52.66 -0.91 -2.0 35.6 TxMCaInst r 108.27 -2.70 11.3 26.5
Goldman Sachs Inst: Resh T n 59.20 -1.64 24.8 13.1 M SmCapStk n 50.51 -1.01 -1.6 3.3 IntlEqIdxInst 19.70 -0.55 3.1 12.2 ValueInst 52.66 -0.90 -2.0 35.7
OsterweisStrInc n 10.47 -0.07 5.8 8.5 WdsrllAdml n 70.17 -1.17 7.0 36.0
EmgMktEq 20.05 NA NA NA Jensen I : SpecGr n 21.55 -0.49 6.8 16.8 IntlEqIdxRet 20.17 -0.56 3.0 11.4 WellsIAdml n 56.08 -1.07 -2.9 0.3 Victory Funds:
MainStay Fds A: IntlEqInst 11.96 -0.31 4.6 11.1
HYMuni 8.31 -0.21 -2.8 -7.0 Jensen I 57.41 -0.83 5.8 25.3 PQ SpecInc n 10.50 -0.13 -0.7 -4.5 WelltnAdml n 67.58 -1.15 3.6 12.3 EstValA 42.92 -0.79 -3.3 42.4
HiYldBdA 4.91 -0.03 4.2 4.3 SuMuInt n 10.79 -0.11 -1.1 -5.4 LC2040Inst 9.28 -0.21 5.3 10.4 WndsrAdml n 68.56 -1.08 1.2 48.1 EstValI 42.96 -0.78 -3.1 43.8
Muni 14.29 -0.23 -1.1 -4.0 JensenQualGrJ n:
LgCpGrA p 8.39 -0.22 19.9 9.2 Parnassus Fds: TF Incom n 9.99 -0.23 -2.6 -7.1 LCIdx2020Inst 17.38 -0.34 2.5 1.6 VANGUARD FDS: SmCoOppI 44.27 -0.78 -4.5 34.6
Guggenheim Funds Tru: JensenQualGrJ n 57.49 -0.82 5.7 24.5 TxFrBdA 8.79 -0.16 -2.5 -8.1 ParnEqFd n 51.63 -1.18 10.5 24.3 TotIndex n 45.31 -1.11 10.4 23.7 LCIdx2025Inst 19.07 -0.39 3.0 3.4 Victory Port:
MacOppFdClInstl 23.36 -0.19 3.7 1.7 JHF III DispVal: CAIT n 10.74 -0.14 -1.5 -5.9
Mairs&Power: Pear Tree: U.S.EqResch n 41.44 -1.00 14.2 31.3 LCIdx2035Inst 22.45 -0.52 4.4 8.0
TotRtnBdFdClInst 22.01 -0.40 -1.7 -14.8 DispVal I 21.42 -0.50 2.5 46.0 CapOp nr 70.94 -2.43 12.0 26.1 Market Neutral I 8.63 0.02 7.7 11.1
MairsPwrGr n 129.52 -3.57 10.2 24.0 ForeignVal I r 20.34 -0.50 4.1 16.5 USLrgCpCore n 32.03 -0.71 9.7 28.0 LCIdx2040Inst 23.89 -0.58 5.3 10.9
GuideStone Funds: DispValMCI 24.76 -0.56 1.4 38.1 DivdGro n 34.04 -0.27 -2.6 23.9 SSfnd 44.20 -0.78 -4.5 34.7
Mass Mutual: Value n 38.73 -0.67 0.5 30.3 LCIdx2045Inst 24.82 -0.61 6.0 13.4
EqindxGS2 44.98 NA NA NA DispValMdCp 23.51 -0.53 1.2 37.1 Perm Port Funds: DivrEq n 39.85 -0.99 10.5 18.1 VsycamoreFnd 42.98 -0.79 -3.1 44.0
SelBluChipGroClI 21.28 -0.62 30.9 7.3 Price Funds - Adv Cl: LrgCpGrIdxInst 46.02 -1.36 24.2 21.9 Energy nr 48.65 -0.36 6.7 90.6
MedDurGS2 11.82 NA NA NA DispValMdCpR6 24.77 -0.56 1.5 38.5 Permanent n 48.83 -0.01 5.2 18.5 Victory Portfolios I:
MassMutual Select: BlChip p 131.45 -3.78 30.5 -1.2 LrgCpGrInst 20.31 -0.55 26.1 9.0 EqInc n 38.34 -0.65 -3.2 33.5
DispValR6 21.49 -0.50 2.7 46.5 PGIM Funds Cl A: LrgCpVl IdxInst 21.48 -0.41 -1.2 28.7 500Indx Reward n 54.18 -1.34 12.0 26.7
H MCGrEqIII 18.08 -0.50 3.5 1.5 Growth p 76.75 -2.02 28.8 0.3 Explr n 94.08 -2.02 0.7 6.7 CrnstModAggr n 23.79 -0.47 1.3 4.9
JHITFunLgCpCorFd: HighYield 4.43 -0.06 2.7 0.5 LrgCpVl IdxRet 21.89 -0.41 -1.4 27.8
Metropolitan West: R2030A p 22.48 -0.46 4.1 6.8 FTAlWldInAdml n 31.17 -0.87 1.6 5.9 Gr&Inc n 20.52 -0.56 11.5 20.6
FunLgCpCorA 56.51 -1.86 12.1 21.4 JennGrowth 46.79 -1.55 29.9 2.2 LrgCpVl Inst 19.33 -0.35 1.5 36.1
Harbor Funds: LowDurBdI 8.05 -0.04 1.5 -2.9 R2040A p 25.54 -0.58 5.8 10.3 GlbCapCyl Inv nr 11.59 -0.16 0.8 48.5 Grwth n 29.47 -0.92 28.2 8.7
John Hancock: JennUtility 12.86 -0.23 -11.7 2.0 QuantSmCpEqInst 15.01 -0.30 -0.9 28.4
CapApInst 82.14 -2.73 30.9 3.2 TotRetBd n 8.42 -0.18 -4.0 -18.3 Price Funds - R Cl: GlbEq n 28.20 -0.84 5.5 4.3
TotalReturnBond p 11.15 -0.22 -1.9 -16.1 RealSecInst 14.56 -0.60 -8.0 -2.6 Inco n 10.62 -0.22 -1.7 -12.5
500Index1 45.25 -1.10 11.2 27.4 R2030R p 22.14 -0.45 3.9 6.0 GloMinVolFdAdm n 27.02 -0.31 0.4 13.1
IntlInst 40.09 -1.12 1.9 10.9 TotRetBdI 8.42 -0.18 -3.8 -17.8 PGIM Funds Cl Z: S&P500IdxInst 46.65 -1.14 11.4 28.4 IncStk n 16.98 -0.34 -0.5 29.2
BondI 12.49 -0.26 -3.0 -15.3 PRIMECAP Odyssey Fds: GNMA n 8.57 -0.20 -4.3 -15.0
SmCpValInst 35.49 -0.71 -1.0 22.3 TRBdPlan 7.89 -0.17 -3.8 -17.7 HighYield 4.44 -0.06 2.9 1.3 S&P500IdxRet 46.24 -1.13 11.2 27.4 IntmTerm n 11.88 -0.15 -1.3 -5.3
BondR6 12.51 -0.26 -2.9 -15.1 GroInc n 52.99 -1.27 10.6 29.5
Harding Loevner: UnconstrBdI 9.88 -0.10 1.5 -3.7 JennGrowth 53.09 -1.74 30.3 3.1 AggGrowth r nr 39.15 -1.67 8.0 2.5 SmCpBl IdxInst 19.38 -0.45 -3.3 8.3 LgTerm n 10.99 -0.27 -3.9 -10.1
IntlGrwI 22.56 -0.68 0.6 -12.2 HlthCare nr 200.78 -4.78 -2.6 14.7
IntlEq 23.22 -0.76 -0.9 -3.0 MFS Funds: Growth r nr 36.48 -1.28 8.3 23.5 SocChEqInst 23.63 -0.63 6.2 22.5 Nasdaq100 n 37.34 -1.11 33.5 26.0
John Hancock Class 1: TotalReturnBond 11.12 -0.21 -1.6 -15.3 HYCor nr 5.03 -0.06 2.4 -0.3
Hartford Funds A: IIE 29.19 -0.67 3.7 13.7 Stock r nr 34.35 -0.94 7.6 36.5 Tortoise Capital: ntTerBd n 8.59 -0.14 -1.0 -10.6
BlueChipGrw 42.98 -1.24 30.8 -0.3 PIMCO Fds Instl: InflaPro n 11.35 -0.09 -1.6 -6.9
MFS Funds Class A: Principal Investors: S&PIdx n 54.14 -1.34 11.9 26.3
BalIncA 13.01 -0.26 -3.0 2.5 LSAggr 12.20 -0.30 3.3 10.8 AllAsset 10.26 -0.15 -0.5 12.4 TorMLPPipInsCl 13.90 -0.14 9.5 116.6 IntlExplr n 14.64 -0.47 -3.4 -11.7
CapAppA 34.49 -0.57 4.6 10.3 AgGrAIA 25.47 -0.58 2.7 11.2 HiYld IN 7.75 -0.09 4.3 1.8 TarRet2040 n 11.21 -0.23 4.7 12.0
LSBalncd 11.58 -0.25 1.7 3.7 AllAssetAuth r 6.03 -0.09 -3.3 4.8 Touchstone Funds Gro: IntlGr n 27.94 -1.18 -1.8 -21.6
DiscpEqA 41.80 -0.93 8.1 18.8 CoEqyA 40.89 -0.88 7.7 22.2 InfPro IN 7.54 -0.06 -1.7 -7.2 VicAggFnd n 45.23 -1.53 27.6 4.1
LSGwth 12.09 -0.27 2.7 7.8 CommodtyRR 13.54 NA NA NA MdCpY 44.57 -1.05 8.0 14.4 IntlVal n 36.62 -1.03 2.5 16.5
DivGth A 29.69 -0.46 2.2 35.1 GrowthA 146.56 -4.43 20.1 7.6 LgIndxI 21.44 -0.52 11.3 27.9 SustWld n 23.67 -0.65 9.7 15.0
LSModer 10.91 -0.20 1.1 0.3 DivInc 8.80 -0.12 0.6 -9.7 Touchstone Strategic: ITIGrade n 7.92 -0.16 -1.8 -15.1
EqInc 19.20 -0.42 -3.3 31.4 IntlVA 37.17 -0.68 4.6 -4.4 LT2020 In 11.44 -0.20 1.8 1.4 CorePlus INSTL 8.59 -0.15 -1.0 -10.5
John Hancock Funds A: HiYld 7.38 -0.11 2.9 -0.7 LagCapFoc A p 53.44 -0.83 12.0 27.7 LifeCon n 19.10 -0.36 1.8 -3.2
GrOppty 36.00 -0.80 20.5 -10.5 MCapA 23.00 -0.72 4.1 -6.2 LT2030In 12.50 -0.28 2.4 4.5 Income Fund INST 10.61 -0.22 -1.6 -12.4
BalA 23.60 -0.45 6.1 8.4 HiYldMuniBd 7.76 -0.18 -1.3 -5.1 Transamerica A: LifeGro n 37.46 -0.88 5.0 9.5
MidCap A 22.19 -0.62 -1.9 -3.5 MCapValA 26.58 -0.52 -2.5 31.2 LT2040I 14.00 -0.33 4.2 8.5 IntlFd INSTL 23.01 -0.59 2.4 11.2
BondA p 12.49 -0.26 -3.2 -16.1 IntlBdUSH 9.30 -0.08 2.5 -7.7 LifeInc n 14.07 -0.24 0.1 -9.4
Hartford Funds C: MIGA 36.07 -0.62 9.2 21.4 LT2050I 14.56 -0.36 5.3 11.3 AsAlModGr p 11.05 -0.25 2.9 4.1 Short-Term INSTL 8.70 -0.02 2.8 2.3
LifeBal 11.70 -0.25 1.4 2.6 InvGrdCrBd 8.19 -0.18 -2.1 -15.9 LifeMod n 28.09 -0.59 3.4 3.0
MITA 33.51 -0.70 5.8 22.4 MidCpBldA 31.91 -1.21 6.3 13.2 Trust for Professional Ma: Virtus Equity Trust:
Bal IncC 12.78 -0.26 -3.6 0.1 LifeGrw 12.14 -0.28 2.4 6.6 LgTrmCrdtBd 7.76 -0.34 -7.5 -28.6 LTIGrade n 6.91 -0.31 -8.0 -30.9
MuHiA 6.68 -0.16 -3.9 -9.2 PreSecI 8.34 -0.05 -0.9 -5.4 PrfTrtStrtBd Ins 18.29 -0.37 -1.1 -10.4 SmCapSusI 30.77 -1.57 5.8 -16.2
Hartford Funds I: John Hancock Instl: LngDurTotRtrn 6.28 -0.27 -9.3 -33.4 MATxEx n 9.37 -0.20 -2.8 -9.3
MuInA 7.51 -0.16 -3.2 -8.5 PtrLGI In 15.93 -0.41 21.3 5.2 Tweedy Browne Fds: VirtusFunds:
BalIncI 13.01 -0.26 -2.8 3.2 LowDur 9.02 0.00 2.4 -3.1 MidCpGro pn 20.02 -0.67 6.4 -8.4
StratIncmOppI 9.33 -0.12 -0.5 -6.4 ResBdA 8.82 -0.17 -2.1 -15.0 PtrLV In 16.77 -0.30 -0.8 31.7 CeredexMdCpVlEqI 10.39 -0.23 -3.4 20.5
DivGthI 29.49 -0.46 2.4 36.1 LowDurInc r 7.64 -0.07 2.6 3.6 GblValue n 26.47 -0.60 3.9 25.3 MuHY n 9.72 -0.23 -2.4 -7.5
JPMorgan A Class: RschA 50.27 -1.02 8.0 20.6 RealEstSecI 23.35 -0.92 -5.3 6.3 VirtusFunds Cl I:
EmrgMktEqInv 14.37 -0.31 -1.2 -15.7 ModDur 8.82 -0.08 0.1 -9.0 MuInt n 12.87 -0.16 -1.5 -5.5
CoreBond 9.60 -0.16 -2.6 -15.0 TotRA 17.93 -0.37 -1.1 9.3 SAMBalA p 13.83 -0.30 3.2 4.9 U
EqIncI 19.04 -0.41 -3.1 32.4 MortgOppBd 9.00 -0.14 0.6 -2.5 OHLTte n 10.66 -0.24 -3.8 -10.4 MulSStI 4.35 -0.01 3.4 -0.2
CorePlusBd p 6.74 -0.11 -2.7 -14.6 UtilA 19.09 -0.42 -14.3 3.9 SAMGrA p 15.97 -0.37 5.1 10.3
RealRtnI 9.56 -0.09 -1.7 -6.5 Primcp nr 144.96 -4.51 14.7 32.3 Vivaldi Merger:
InterValue 16.16 -0.35 6.9 46.7 EqInc p 20.71 -0.30 -5.1 27.4 Putnam Funds Class A: UM Funds:
ValueA 45.69 -0.99 -2.7 25.2 ShortT 9.58 0.01 5.0 5.2 PrmcpCor n 29.87 -0.81 9.9 34.7 Arbitrage Fund 10.95 0.00 2.2 15.3
IntlAlphaInv 14.74 -0.36 2.3 4.6 GwthAdv p 26.75 -1.00 21.3 14.9 DynAAGthA 16.72 -0.36 7.0 13.3
MFS Funds Class I: ShtAssetInv 9.90 0.00 4.5 5.2 BehavVal 71.92 -1.38 -4.9 62.8 SelValu nr 26.16 -0.52 4.7 48.8
MidCap 23.58 -0.67 -1.7 -2.8 Inv Bal p 13.85 -0.27 2.4 4.7 PutLargCap p 28.82 -0.53 3.1 42.7 Voya Fds:
GrowthI 159.10 -4.80 20.3 8.4 StksPLS 10.27 -0.26 11.2 23.0 STAR n 24.77 -0.63 3.3 2.1
WorldBond 9.64 -0.05 -1.3 -5.6 InvCon p 11.24 -0.19 0.4 -2.1 GlbHlthCare p 55.98 -1.02 0.0 22.9 V InmdBdI 8.07 NA NA NA
MCapI 24.80 -0.79 4.2 -5.5 TotRetESG 7.06 -0.14 -3.4 -18.2 STIGrade n 9.88 -0.04 1.7 -3.9
Hartford HLS Fds IA: InvG&I p 16.40 -0.34 3.6 9.9 GrOpp p p 47.41 -1.46 24.8 13.0
MCapValI 27.43 -0.54 -2.3 32.1 TotRt 7.96 -0.16 -2.9 -16.2 StratgcEq n 30.59 -0.79 0.0 32.1 WXYZ
Balanced 26.30 -0.49 3.1 14.8 InvGrwt p 20.60 -0.49 5.1 16.0 StDurInc 10.03 0.00 4.3 5.3 VALIC: StrSmCpEqInv n 31.40 -0.69 -0.7 36.0
MIGI 37.61 -0.65 9.4 22.3 TrndsMgdFutStrgy 10.96 0.28 -2.3 32.1
CapApp 40.97 -0.66 5.8 14.6 LgCpGwth p 50.91 -1.51 16.8 11.4 SustainLdrsFd p 96.61 -2.56 9.3 11.7 IntlEq 7.00 -0.20 2.3 10.5 TgtRe2020 n 25.99 -0.45 2.5 1.3
ResBdI 8.82 -0.17 -2.0 -14.6 PIMCO Funds A: Wasatch:
DiscEqui 16.96 -0.37 8.2 20.2 MdCpGrw p 32.05 -1.03 5.1 -4.0 Putnam Funds Class Y: MidCpIdx 22.20 -0.45 -0.5 24.9 TgtRe2025 n 17.21 -0.34 3.2 2.9
RschI 52.03 -1.05 8.2 21.5 IncomeFd 9.97 -0.14 1.0 -1.6 CoreGr n 69.41 -2.25 7.3 6.4
Div&Grwth 20.62 -0.32 2.5 36.9 USEquity 18.90 -0.52 11.7 27.7 GrOpp Y 50.81 -1.56 25.1 13.9 SciTech 20.60 -0.73 30.1 0.4 TgtRe2030 n 32.54 -0.70 3.7 5.0
ValueI 45.99 -0.99 -2.5 26.1 LowDurInc 7.64 -0.07 2.3 2.4 WCM Focus Funds:
TotRetBd 8.69 -0.17 -2.9 -15.9 JPMorgan I Class: PutLargCap 28.83 -0.53 3.3 43.8 StckIdx 45.19 -1.11 11.1 27.4 TgtRe2035 n 20.19 -0.45 4.3 7.5
Morgan Stanley Inst: RealRtnA 9.56 -0.09 -2.0 -7.6 WCMFocIntlGrwIns 19.76 -0.87 0.5 -6.8
CoreBond 9.60 -0.16 -2.3 -14.3 StDurInc 10.04 -0.01 4.3 5.6 ValUltra 11.39 -0.37 27.3 6.2 TgtRe2040 n 35.68 -0.83 4.9 10.0
I CapGrI 29.80 -1.00 16.5 -49.0 TotRetA 7.96 -0.16 -3.2 -17.1 VANGUARD ADMIRAL: Western Asset:
CorePlusBd 6.73 -0.12 -2.6 -13.9 TgtRe2045 n 24.09 -0.58 5.6 12.6
CapGrP p 26.70 -0.90 16.3 -49.4 PIMCO Funds C: RS CoreBondI 9.76 NA NA NA
EmMktEq I 26.89 -0.71 -3.8 -27.0 400MCpIdxInst322.70 -6.64 -0.3 26.0 TgtRe2050 n 40.02 -0.98 5.9 13.1
IFP US Equity Fund: GloFranI t 31.73 -0.20 5.4 11.7 IncomeFd 9.97 -0.14 0.4 -3.8
EqInc 21.14 -0.30 -4.8 28.4 500Adml n 389.98 -9.51 11.4 28.4 TgtRe2060 n 41.11 -1.01 5.9 13.1 CoreBondIS 9.78 NA NA NA
IFP US EquityFd 18.08 -0.41 9.4 28.3 MorganStanleyPathway: PIMCO Funds I2: Royce Funds: CorePlusBdA 8.52 NA NA NA
GrAdv r 28.35 -1.05 21.5 15.8 BalAdml n 40.81 -0.87 4.9 6.7 TgtRet2055 n 44.64 -1.10 5.9 13.1
Invesco Fds Investor: CoreFxIcm n 6.37 -0.13 -3.8 -18.0 ComPLUSStrtgyFd 7.03 0.07 5.7 111.6 PAMut I nr 8.13 -0.23 6.8 28.4 CAITAdml n 10.74 -0.14 -1.5 -5.7 TgtRetInc n 12.25 -0.19 1.7 -2.6 CorePlusBdI 8.53 NA NA NA
LgCapVal 17.33 -0.28 -1.8 46.7
DivrsDiv n 16.80 -0.30 -2.5 25.5 LgCpGwth 52.36 -1.54 17.1 12.2 LgCapEq n 20.51 -0.48 9.7 19.6 Income 9.97 -0.14 1.3 -0.7 Russell Funds S: CALTAdml n 10.55 -0.23 -2.6 -8.4 USGro n 48.14 -1.71 23.1 -7.6 CorePlusBdIS 8.52 NA NA NA
Invesco Funds A: MdCpGrw 39.88 -1.29 5.3 -3.2 Munder Funds: IntlBdUSH 9.30 -0.08 2.4 -8.0 StratBd 8.71 -0.15 -4.1 -17.5 CapOpAdml nr 163.77 -5.61 12.1 26.4 WellsI n 23.15 -0.44 -3.0 0.1 ManagedMuniA 13.97 NA NA NA
500InxA 44.90 -1.10 11.0 26.6 MdCpVal 32.26 -0.77 -4.2 29.6 MndrIntlSmCpInv r 12.78 -0.35 -0.2 -5.5 InvstGrCrBd 8.19 -0.18 -2.1 -16.2 TaxExBd 20.90 -0.24 -0.7 -4.0 DivAppIdxAdm n 41.63 -0.68 2.5 22.4 Welltn n 39.14 -0.66 3.6 12.1 SMAShCrPlCp n 5.57 NA NA NA
ActiveAllA 12.00 -0.26 0.9 3.7 MtgBckd 9.45 -0.15 -2.5 -12.1 Mutual Series: LowDurInc 7.64 -0.07 2.5 3.3 TxMngUSLgCp 62.89 -1.41 10.7 21.9 EMAdmr n 31.71 -0.90 -0.8 -7.9 Wndsr n 20.33 -0.32 1.1 47.7 SmashSerM n 7.08 NA NA NA
CapApprA p 55.92 -1.56 17.9 8.4 ShtDurBnd 10.48 -0.01 2.3 -1.0 BeacnZ 14.73 -0.26 3.5 27.5 ShtTm 9.58 0.01 4.9 4.9 Rydex Investor Class: EnergyAd nr 63.15 0.34 6.8 251.4 WndsrII n 39.55 -0.66 6.9 35.7 Wm Blair Funds Cl I:
Chart 16.11 -0.37 9.8 19.5 SmCap 47.49 -1.13 -5.5 8.4 GlbDiscA 28.31 -0.48 7.3 41.6 TotRt 7.96 -0.16 -3.0 -16.5 NasdaqInv n 61.31 -1.84 32.7 22.8 EnergyAdml nr 91.31 -0.68 6.8 91.0 VANGUARD INDEX FDS: SmMidI r 25.77 -0.56 -0.5 -4.3
D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA
DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15172752595384)
Daily
Open (t)
Open (a)
10:00
Oct 16
33886.53
33832.42
33912.96
17
33849.16
33869.84
33887.72
18
33962.72
33960.25
33880.40
19
33654.28
33669.52
33687.76
20
33372.26
33365.27
33335.30
Market Advance/Decline Volumes
Daily
NY Up
NY Off
Oct 16 17 18
714,909 693,729 139,985 204,013 224,858
96,760 260,152 712,042 745,149 863,729
NY Up - Comp. 2,877,177 2,723,759 630,651 930,360 830,225
19 20
NY Off - Comp. 457,168 1,020,867 3,025,828 2,987,588 3,101,879

10:30 33960.80 33919.01 33843.51 33531.36 33234.23 NYSE Amer UP 4,094 7,837 5,220 3,363 4,847
Industrials 11:00
11:30
34063.82
34050.44
33945.67
33997.10
33825.20
33830.23
33532.48
33615.26
33245.36
33237.28
NYSE Amer Off
NASD Up
6,262 4,712 4,080 6,193 5,788
2,955,969 2,615,179 1,396,004 1,412,620 1,434,929
36025 12:00 34021.78 34088.49 33804.00 33645.66 33298.11 NASD Off 1,278,422 1,711,614 3,197,809 3,560,314 3,088,493
12:30 33997.78 34144.29 33771.10 33650.10 33262.82 NYSE Arca UP 200,793 143,479 81,845 110,896 117,022
Week's NYSE Arca Off 80,251 141,849 252,753 343,303 257,469
Components Change 1:00 33991.35 34031.83 33748.55 33769.85 33325.80
1:30 33978.19 34014.76 33843.06 33768.25 33305.70 % (QCHA) +1.23 +.56 –1.55 –.95 –.87
3M -2.13 % (QACH) –.06 +.62 +.39 –2.26 +.69
2:00 34020.60 33907.78 33828.16 33643.04 33304.51
35400 % (QCHAQ) +.81 +.51 –1.39 –1.47 –1.15
American Express -9.53 2:30 33963.57 33910.66 33798.45 33594.70 33206.62
Amgen -5.29 3:00 34007.36 33881.10 33758.49 33471.65 33209.99 Market Advance/Decline Totals
Apple -5.97 3:30 34037.12 33967.80 33697.27 33437.90 33192.21 NYSE NYSE
Boeing -4.87 Weekly Comp. NYSE Amer Nasdaq Arca
Close 33984.54 33997.65 33665.08 33414.17 33127.28
Caterpillar -18.74 Total Issues 3,056 349 4,835 2,076
34775 High (t) 34204.93 34246.95 34154.25 33950.43 33562.76 Advances 732 118 1,339 305
Chevron 2.77 Low (t) 33683.34 33637.96 33532.84 33262.78 32997.61 Declines 2,278 221 3,370 1,747
Cisco Systems -0.84 High (a) 34088.98 34147.63 33991.51 33852.39 33425.77 Unchanged 46 10 126 24
Coca-Cola 1.68 Low (a) 33832.42 33854.70 33598.64 33368.58 33118.12 New Highs 85 3 103 58
Disney -1.70 Change +314.25 +13.11 –332.57 –250.91 –286.89 New Lows 559 53 886 405
Dow -0.74 34150 Week ended last Friday compared to previous Friday
Goldman Sachs -9.25 Theoretical (t): High 34246.95 Low 32997.61
Home Depot -5.51 Actual (a): High 34147.63 Low 33118.12 NYSE Composite Daily Breadth
Honeywell International -2.24 Daily Oct 16 17 18 19 20
IBM -1.30 33525 Issues Traded 2,975 2,982 2,968 2,964 2,955
Intel -1.05 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances 2,132 1,685 482 582 788
Johnson & Johnson -3.85 Declines 758 1,203 2,412 2,286 2,069
Open (t) 14825.35 14942.58 14877.79 14708.86 14533.93 Unchanged 85 94 74 96 98
JPMorgan Chase -5.05 Open (a) 14728.37 14940.32 14953.44 14707.42 14508.08 New Highs 38 53 26 16 4
McDonald's 9.80 10:00 14980.82 15011.21 14700.83 14681.88 14522.43
Merck -1.34 32900 New Lows 100 140 257 355 401
10:30 15089.15 15130.39 14728.47 14707.88 14421.61 Blocks - primary 3,944 4,017 4,207 4,267 4,776
Microsoft -1.06 Total (000) - primary 822,819 965,962 858,069 961,691 1,103,397
11:00 15113.08 15123.55 14667.69 14591.39 14472.43
Nike Cl B 2.76 Total (000) 3,409,968 3,794,859 3,686,035 3,969,738 4,004,033
11:30 15128.25 15120.90 14649.53 14618.61 14421.90
Procter & Gamble 3.36
12:00 15025.33 15185.53 14719.21 14618.72 14416.82 NYSE American Composite
Salesforce -0.86 32275 12:30 15035.06 15194.87 14709.59 14635.40 14438.63 Daily Oct 16 17 18 19 20
Travelers -2.62
1:00 15013.44 15184.10 14690.29 14601.02 14495.64 Issues Traded 327 323 321 323 320
UnitedHealth Group -12.37
1:30 15026.02 15158.25 14767.82 14724.55 14464.50 Advances 148 178 130 96 127
Verizon Communications 0.90
2:00 15045.33 15119.20 14723.20 14634.08 14529.42 Declines 160 117 177 212 173
Visa Cl A -4.29
Walgreens Boots Alliance -1.99 31650 2:30 15038.60 15137.37 14760.30 14618.09 14457.32 Unchanged 19 28 14 15 20
3:00 15000.80 15166.84 14696.11 14519.97 14477.20 New Highs 1 1 1 ... 1
Walmart -1.07 April May June July August September October New Lows 18 21 24 33 29
3:30 15011.15 15142.78 14658.16 14487.58 14487.06
Blocks - primary 137 133 132 136 143
Close 14975.56 15103.50 14583.61 14435.82 14450.41
Total (000) - primary 11,579 12,779 9,379 11,106 10,850
High (t) 15186.31 15234.80 14907.43 14821.07 14706.90 Total (000) 201,068 188,663 175,841 173,948 162,736
Transportation Low (t)
High (a)
14802.19 14905.14 14543.26 14392.47
15167.14 15231.42 14953.44 14752.44
14316.78
14632.03 Nasdaq
16855 Low (a) 14728.37 14932.79 14579.57 14401.28 14378.12 Daily Oct 16 17 18 19 20
Week's Change +276.13 +127.94 –519.89 –147.79 +14.59 Issues Traded 4,439 4,436 4,412 4,394 4,409
Components Change Advances 2,766 2,414 994 1,053 1,301
16460 Theoretical (t): High 15234.80 Low 14316.78 Declines 1,475 1,803 3,233 3,134 2,918
Alaska Air Group -1.05 Actual (a): High 15231.42 Low 14378.12 Unchanged 198 219 185 207 190
American Airlines Group -0.64 New Highs 38 43 28 17 9
Avis Budget Group 0.39
16065 New Lows 233 190 303 458 529
CH Robinson Worldwide 1.33 Dow Jones 15 Utilities (divisor: 1.19780346554510) Blocks - primary 26,090 25,958 32,033 31,950 28,966
CSX -0.38 15670 Total (000) 4,308,697 4,417,649 4,617,147 5,014,795 4,622,844
Open (t) 826.13 826.91 831.21 822.01 817.21
Delta Air Lines -1.87 NYSE Arca Composite
Open (a) 827.00 827.90 831.03 822.29 816.67
Expeditors Intl of Wash -1.25 Daily Oct 16 17 18 19 20
15275 10:00 823.39 831.52 833.36 824.76 821.09
FedEx -2.22 Issues Traded 1,810 1,783 1,799 1,821 1,797

10:30 824.04 831.93 827.29 823.95 819.13
JB Hunt Transport -15.14 Advances 1,349 900 233 305 439
11:00 829.47 830.39 826.42 818.77 817.75
JetBlue Airways 0.00 14880 Declines 432 855 1,549 1,500 1,351
Kirby Corp -0.18 11:30 831.20 829.41 823.67 819.56 820.22
Unchanged 29 28 17 16 7
Landstar System -2.84 12:00 829.91 834.21 823.93 826.44 818.73 New Highs 17 20 18 22 14
Matson -1.44 14485 12:30 832.48 834.49 819.85 826.26 816.86 New Lows 17 45 142 248 205
Norfolk Southern 0.76 1:00 831.77 833.06 821.47 821.85 816.80 Blocks - primary 1,289 1,505 1,638 1,944 1,952
Old Dominion Freight Line -12.05 1:30 831.49 831.33 824.62 825.89 815.15 Total (000) - primary 282,961 298,863 338,427 454,633 375,576
14090 2:00 834.16 829.40 823.80 822.58 814.80 Total (000) 1,469,271 1,621,735 1,745,683 2,326,693 1,985,070
Ryder System 0.21
Southwest Airlines -1.17 2:30 833.81 828.24 827.62 821.55 812.67
13695 3:00 833.11 828.63 826.49 818.28 813.63
Union Pacific
United Airlines
3.59
-3.63 3:30
Close
834.30
833.24
829.84
832.27
825.62
824.34
817.15
816.63
811.26
807.15
Other Market Indexes
United Parcel Service B -3.12 Daily 10/16 10/17 10/18 10/19 10/20
13300 High (t) 837.10 837.51 834.91 830.43 824.02
April May June July August September October Low (t) 818.21 823.94 818.52 814.34 805.82 NYSE Amer Comp4648.44 4645.22 4661.63 4658.82 4581.87
High (a) 835.93 836.26 834.83 829.15 823.06 AmMajorMkt 3055.14 3067.24 3053.59 3035.93 3006.28
Utilities Low (a)

Change
820.21
+8.68
825.63
–.97
818.78
–7.93
815.36
–7.71
806.89
–9.48
BNY ADR Idx
Europe
155.12
152.20
155.23
152.64
152.74 151.94
150.08 148.84
149.99
146.90
1015 Latin Am 194.16 194.84 190.82 189.94 188.22
Theoretical (t): High 837.51 Low 805.82 Asia 176.67 176.10 173.64 173.52 171.25
Week's
Change Actual (a): High 836.26 Low 806.89 Emerg M 284.66 283.43 279.13 279.66 276.07
Components
DJ US TSM Float43465.33 43514.82 42875.56 42475.45 41936.90
AES 0.67 Nasdaq Cmp 13567.98 13533.75 13314.30 13186.18 12983.81
American Elec Power -1.12 960 100 Index 15172.73 15122.01 14909.26 14783.13 14560.88
Dow Jones 65 Composite (divisor: 0.76514789702961)
American Water Works -2.24 Indus. 8626.20 8638.79 8449.57 8316.65 8164.48
Open (t) 11179.67 11198.53 11213.94 11102.28 11001.48 Insur. 12256.86 12379.18 12179.14 11987.23 11795.71
Atmos Energy -3.20
Open (a) 11149.58 11203.69 11229.33 11105.44 10993.73 Banks 3012.85 3068.12 2989.76 2966.66 2875.70
Consolidated Edison -0.96
10:00 11218.09 11227.05 11153.80 11108.36 10997.50 Computer 11705.28 11635.62 11484.65 11423.04 11241.01
Dominion Energy -1.86
Duke Energy -1.65 905 10:30 11250.90 11254.95 11147.72 11056.38 10954.97 Telecom 414.43 414.08 409.40 403.00 399.73
11:00 11291.00 11255.15 11131.61 11048.18 10968.37 NYSE Comp.-z 15484.50 15541.38 15324.96 15196.37 15033.31
Edison International -2.98
11:30 11275.36 11279.04 11137.31 11074.20 10947.42 Financial-z 8710.95 8744.23 8581.34 8471.42 8349.10
Exelon -0.65 Health Care-z23441.31 23412.15 23199.48 22937.05 22849.54
FirstEnergy -0.32 12:00 11259.98 11307.82 11130.79 11085.00 10975.21
Energy-z 13958.37 14083.84 14159.04 14123.05 13895.43
NextEra Energy -2.53 12:30 11250.03 11332.50 11117.54 11084.05 10967.90
850 1:00 11246.72 11286.49 11117.86 11129.20 10984.21
Russell 1000 2393.81 2395.34 2361.10 2340.05 2310.61
Public Svc Enterprise -1.50 2000 1747.06 1766.05 1728.81 1702.70 1680.79
Sempra -0.93 1:30 11245.22 11281.15 11153.67 11133.97 10982.38 3000 2501.37 2504.28 2467.60 2444.82 2414.02
Southern -0.82 2:00 11266.90 11249.64 11149.23 11085.78 10974.75 Value-v 1495.90 1502.50 1482.20 1468.04 1452.65
Xcel Energy -0.76 2:30 11244.84 11258.86 11141.84 11064.16 10946.50 Growth-v 2772.64 2765.44 2724.03 2701.25 2662.38
795 3:00 11257.69 11247.83 11126.47 11015.08 10953.46 MidCap 2774.35 2794.24 2736.82 2700.44 2665.66
3:30 11264.92 11269.41 11100.84 10997.12 10944.48 S&P 100 Index 2059.09 2054.89 2028.67 2016.04 1990.77
Close 11242.32 11270.74 11081.32 10987.92 10919.31 500 4373.63 4373.20 4314.60 4278.00 4224.16
High (t) 11337.09 11356.41 11264.04 11198.16 11086.87 Ind. 6295.53 6290.33 6212.29 6165.77 6087.98
Low (t) 11122.04 11143.99 11037.36 10945.05 10862.97 MidCap 2482.50 2511.15 2456.33 2420.15 2393.28
740 High (a) 11299.94 11333.59 11229.33 11159.06 11035.61 SmallCap 1132.57 1145.54 1123.99 1106.56 1093.47
April May June July August September October Low (a) 11149.58 11201.74 11066.12 10969.54 10914.38 Value Line(A) 8852.91 8928.62 8761.50 8647.87 8549.07
Value Line(G) 531.80 536.27 526.11 519.19 513.17
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change +134.89 +28.42 –189.42 –93.40 –68.61
DJ US Small TSM12081.59 12221.00 11955.73 11784.90 11644.83
Theoretical (t): High 11356.41 Low 10862.97 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 11333.59 Low 10914.38 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 4,711,939 4,040,350 5,010,174 -5.95
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,477,912 1,338,167 1,828,282 -19.16
35630.68 31082.56 30 Indus 33997.65 33127.28 33127.28 –543.01 –1.61 2044.72 6.58 –19.97 –0.06 values for FY 2022 and 2021, and S&P latest for 2022 and 2021. r- 20 Dow Trans (b) 669,095 572,670 683,184 -2.06
16695.32 12692.75 20 Transp 15103.50 14435.82 14450.41 –249.02 –1.69 1757.66 13.85 1058.50 7.90 Revised data 15 Dow Utils (b) 343,331 367,958 262,204 30.94
1002.11 783.08 15 Utilities 833.24 807.15 807.15 –17.41 –2.11 –57.32 –6.63 –160.25 –16.57 65 Dow Stks (b) 2,490,339 2,278,795 2,773,669 -10.22
NYSE American (a) 55,693 57,432 46,395 20.04
12083.25 10237.81 65 Comp 11270.74 10919.31 10919.31 –188.12 –1.69 681.50 6.66 –43.52 –0.40 Last Week Prev. Week Last Year Nasdaq(d) 22,981,132 21,407,914 23,776,129 -3.34
Dow Jones Indexes
45969.67 37494.26 US TSM Float 43514.82 41936.90 41936.90 –1036.41 –2.41 4229.45 11.22 3416.30 8.87 DJ Ind Avg 33127.28 33670.29 31082.56 NYSE 15 Most Active
1122.26 910.99 US Market 1066.40 1028.31 1028.31 –25.57 –2.43 110.69 12.06 90.48 9.65 P/E Ratio 23.26 23.51 19.65 Average Price 16.44 21.50 15.05 9.24
Earns Yield % 4.30 4.25 5.09 % Tot Vol 14.40 13.87 16.44 -12.41
796.15 528.30 Internet 738.10 708.29 708.29 –13.68 –1.90 112.48 18.88 147.56 26.32 Stock Offerings $(z,v) 675,000 r3,126,600 1,133,500 -40.45
New York Stock Exchange Earns $ 1424.20 1432.11 1581.85
Divs Yield % 2.19 2.15 2.17
16427.29 14144.05 Comp-z 15541.38 15033.31 15033.31 –290.39 –1.90 889.26 6.29 –151.00 –0.99 Daily Stock Volume 10/16 10/17 10/18 10/19 10/20
Divs $ 724.57 723.73 675.47
9504.73 8077.71 Financial-z 8744.23 8349.10 8349.10 –259.33 –3.01 271.39 3.36 –319.68 –3.69 NYSE(a) 822,819 965,962 858,069 961,691 1,103,397
Mkt to Book 4.32 4.39 4.18
24046.70 21487.16 Health Care-z 23441.31 22849.54 22849.54 –456.94 –1.96 1209.59 5.59 –590.30 –2.52 30 Inds (b) 272,988.0 281,010.4 286,698.2 307,065.1 330,150.6
Book Value $ 7664.40 7664.40 7439.45 20 Trans (b) 97,685.4 98,495.4 174,698.6 159,859.4 138,356.5
14159.04 11549.36 Energy-z 14159.04 13895.43 13895.43 29.59 0.21 1034.85 8.05 843.54 6.46
DJ Trans Avg 14450.41 14699.43 12692.75 15 Utils (b) 71,916.3 59,759.3 65,997.3 62,326.0 83,332.3
NYSE American Stock Exchange
P/E Ratio 12.77 12.93 11.34 65 Stks (b) 442,589.7 439,265.1 527,394.1 529,250.5 551,839.4
4688.00 3871.21 NYSE Amer Comp 4661.63 4581.87 4581.87 –80.89 –1.73 179.46 4.08 446.54 10.80 Earns Yield % 7.83 7.73 8.82 NYSE Amer(a) 11,579 12,779 9,379 11,106 10,850
3272.54 2739.07 Major Mkt 3067.24 3006.28 3006.28 -26.69 –0.88 267.21 9.76 68.25 2.32 Earns $ 1131.25 1136.63 1119.07 Nasd(d) 4,308,697 4,417,649 4,617,147 5,014,795 4,622,844
Standard & Poor's Indexes Divs Yield % 1.48 1.46 1.46 NYSE 15 Most Active
2142.10 1662.40 100 Index 2059.09 1990.77 1990.77 –47.63 –2.34 286.17 16.79 281.60 16.48 Divs $ 214.45 214.45 184.86 Avg. Price 22.26 15.72 19.47 19.77 15.19
4588.96 3719.89 500 Index 4373.63 4224.16 4224.16 –103.62 –2.39 471.41 12.56 384.66 10.02 Mkt to Book 4.11 4.18 3.95 % Tot Vol 14.43 16.39 15.32 15.50 14.65
6567.80 5154.19 Indus 6295.53 6087.98 6087.98 –141.66 –2.27 836.25 15.92 775.67 14.60 Book Value $ 3514.52 3514.52 3214.72 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
2728.44 2312.21 MidCap 2511.15 2393.28 2393.28 –49.52 –2.03 81.07 3.51 –37.10 –1.53 DJ Utility Avg 807.15 824.56 864.47 (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
1315.82 1093.47 SmallCap 1145.54 1093.47 1093.47 –19.29 –1.73 –34.07 –3.02 –64.06 –5.53 P/E Ratio 19.20 19.62 24.05
Nasdaq Stock Market Earns Yield % 5.21 5.10 4.16
14358.02 10213.29 Comp 13567.98 12983.81 12983.81 –423.43 –3.16 2124.09 19.56 2517.33 24.05 Earns $ 42.03 42.03 35.94
15841.35 10679.34
9649.15 7178.71
100 Index
Indus
15172.73
8638.79
14560.88
8164.48
14560.88
8164.48
–434.24
–334.67
–2.90
–3.94
3250.55
6.73
28.74
0.08
3621.12
816.81
33.10
11.12
Divs Yield %
Divs $
3.80
30.69
3.72
30.69
3.38
29.23
NYSE HALF-HOURLY VOLUME
12643.69 10689.63 Insur 12379.18 11795.71 11795.71 –266.75 –2.21 1106.08 10.35 153.82 1.32 Mkt to Book 1.79 1.83 1.99 Daily 10/16 10/17 10/18 10/19 10/20
4402.30 2658.90 Banks 3068.12 2875.70 2875.70 –79.66 –2.70 –1236.54 –30.07 –1169.26 –28.91 Book Value $ 450.45 450.45 435.47
12125.02 7416.59 Computer 11705.28 11241.01 11241.01 –338.00 –2.92 3137.89 38.72 3434.05 43.99 S&P 500 Index 4224.16 4327.78 3752.75 9:30-10:00 89,766 83,579 88,664 90,187 153,289
427.98 347.71 Telecom 414.43 399.73 399.73 –10.04 –2.45 52.02 14.96 28.28 7.61 P/E Ratio 23.34 23.91 19.52 10:00-10:30 38,890 38,288 42,022 44,527 42,993
Russell Indexes Earns Yield % 4.29 4.18 5.12 10:30-11:00 36,371 32,591 37,294 35,521 44,125
2518.42 2045.03 1000 2395.34 2310.61 2310.61 –56.86 –2.40 249.48 12.10 204.71 9.72 Earns $ 181.01 181.01 192.26
11:00-11:30 28,600 32,359 33,324 33,191 34,017
2003.18 1680.79 2000 1766.05 1680.79 1680.79 –38.92 –2.26 –61.45 –3.53 –80.45 –4.57 Divs Yield % 1.71 1.66 1.80
Divs $ 72.23 71.84 67.55 11:30-12:00 26,206 29,437 27,547 32,893 31,154
2643.69 2158.28 3000 2504.28 2414.02 2414.02 –59.22 –2.39 242.64 11.17 196.88 8.88
1610.07 1411.78 Value-v 1502.50 1452.65 1452.65 –27.57 –1.86 40.87 2.90 –44.47 –2.97 Mkt to Book 4.12 4.22 3.72 12:00-12:30 24,691 26,449 26,615 39,066 28,156
2871.55 2111.59 Growth-v 2772.64 2662.38 2662.38 –78.51 –2.86 467.51 21.30 504.19 23.36 Book Value $ 1024.56 1024.56 1008.02 12:30-1:00 22,231 26,199 20,819 39,268 24,162
3033.30 2570.06 MidCap 2794.24 2665.66 2665.66 –71.64 –2.62 95.60 3.72 –35.01 –1.30 S&P Ind Index 6087.98 6229.64 5251.73
1:00-1:30 28,185 20,698 30,193 31,442 30,996
Others P/E Ratio 26.75 27.38 20.77
Earns Yield % 3.74 3.65 4.82 1:30-2:00 20,456 26,117 24,045 26,940 22,608
9818.83 8073.62 Value Line-a 8928.62 8549.07 8549.07 –165.51 –1.90 475.45 5.89 19.04 0.22
Earns $ 227.55 227.55 252.89 2:00-2:30 22,622 24,436 25,383 27,373 24,664
606.49 513.17 Value Line-g 536.27 513.17 513.17 –10.42 –1.99 –1.73 –0.34 –23.18 –4.32
13782.03 11644.83 DJ US Small TSM 12221.00 11644.83 11644.83 –236.06 –1.99 –118.04 –1.00 –406.28 –3.37 Divs Yield % 1.47 1.43 1.61 2:30-3:00 22,372 31,859 29,032 33,158 27,007
977.76 795.64 Barron's Future Focus 892.73 859.67 859.67 –16.69 –1.90 61.01 7.64 47.50 5.85 Divs $ 89.49 89.08 84.55 3:00-3:30 29,168 32,556 35,037 39,274 35,431
Mkt to Book 5.56 5.68 5.04
1036.97 881.58 Barron's 400 972.33 927.21 927.21 –24.54 –2.58 36.28 4.07 6.81 0.74 3:30-4:00 433,262 561,394 438,094 488,852 604,796
Book Value $ 1095.83 1095.83 1042.07
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000
Selected IPOs
U.S. Dollar Index vs Euro and Yen Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg
Green Scene: The yield of 10-year Treasuries neared 5%. But the dollar’s rise took a breather, with gains
by the euro and the yen leading to a 0.4% weekly slip in the ICE U.S. Dollar Index, which measures the In the Dow Jones Averages Abivax
Northann
ABVX
NCL
11.60
5.00
10/20
10/19
8.30
6.00
-28.4%
20.0%
greenback against a basket of six other currencies. This is a list of the Dow Jones trailing 52-week diluted share WeBuy Global WBUY 4.00 10/19 3.15 -21.3%
earnings, dividends and book values as reported by the company.

20 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks
15
s Book Book
Investor Sentiment Readings New Listings
10 Earns Divs. Value Earns Divs. Value
NYSE
EURO in $ Am Exp 10.66 2.32 33.26 Johnson&John 5.79 4.64 29.39 High bullish readings in the Consensus stock index or in the Market
s Vane stock index usually are signs of Market tops; low ones, market None
5 Amgen 14.83 8.33 6.86 JPMorgChase 16.75 4.05 90.29 bottoms. NYSE American
Apple 5.95 0.94 3.18 McDonalds 10.87 6.08 (8.06) Last Week 2 Weeks Ago 3 Weeks Ago
YEN in $ Boeing (7.49) Nil (26.58) Merck Co 1.27 2.92 18.12 Northann (NCL)
0 Caterpillar 16.07 5.00 30.73 Microsoft 9.69 2.72 27.75 Consensus Index Nasdaq
Chevron Corp 15.77 5.95 83.17 Nike Inc 3.24 1.36 9.14
-5 Cisco Sys 3.07 1.55 9.68 Proc Gam 6.16 3.7354 19.46 Consensus Bullish Sentiment 46% 45% 47% Abivax (ABVX)
Coca Cola 2.43 1.82 5.57 3M Co (2.84) 5.98 26.80 Central Plains Banc (CPBI)
s Disney Walt 1.23 Nil 52.09 Salesforce.com 1.49 0.00 57.84 AAII Index Urgent.ly (ULY)
-10 Dow 2.42 2.80 29.39 Travelers Cos 9.24 3.86 92.89 WeBuy Global (WBUY)
DXY (106.16) Goldman Sachs 20.66 10.25 317.90 UnitedHealthGrp 23.04 7.06 83.27 Bullish 34.1% 40.0% 30.1%
-15 Home Depot
Honeywell
16.01
8.80
8.17 1.54
4.12 24.99
Verizon
Visa
5.00 2.6225 21.70
7.94 1.80 16.08
Bearish 34.6 36.5 41.6 Trading
N D J F M A M J J A S O Neutral 31.3 23.5 28.3
Source: Tullett Prebon
IBM
Intel
7.34
(0.22)
6.62 24.22
0.98 24.52
Walgreens
Wal-mart
(3.56)
5.20
1.98 29.23
2.27 28.48
Market Vane
Suspended
NYSE
Transportation Stocks Circor International (CIR)
Bullish Consensus 54% 54% 51% Rite Aid (RAD)
AlaskaAirGroup 2.00 Nil 29.92 Kirby Corp 2.90 Nil 50.79 TIM Group Market Sentiment Nasdaq
Coming U.S. Auctions 144 Filings AmericanAirlines 2.21
AvisBudgetGrp 50.50
Nil (8.91)
Nil (18.03)
Landstar Sys 9.38
Matson Inc 12.19
1.23 24.70
1.25 63.28 Indicator 45.9% 51.8% 47.3%
Activision Blizzard (ATVI)
Athersys (ATHX)
C.H. Robinson 4.35 2.44 11.64 Norf Southern 11.12 5.29 55.83 Bellerophon Therapeu (BLPH)
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Sources: Consensus Inc.; American Association of Eloxx Pharma (ELOX)
Yields (%) CSX Corp 1.88 0.42 6.11 Old Dominion 11.51 1.50 33.14 Elys Game Tech (ELYS)
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale.
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Delta Air Lines 5.28 0.20 10.26 Ryder Sys 9.55 2.57 63.45 Individual Investors; Market Vane; TIM Group Heritage-Crystal Clean (HCCI)
Monday When Issued* Last Auction
Reuters Expeditors Int'l 6.67 1.36 20.15 Southwest Air 0.88 0.72 17.99 Otonomo Tech (OTMO)
$75.0 bil 3-month 5.466 5.340 FedEx 16.40 4.82 103.86 Un Pacific 10.42 5.20 19.86 Shift Tech (SFT)
Shares Sale Hunt (JB) 7.42 1.66 35.34 UPS 11.53 6.38 23.04 Thorne HealthTech (THRN)
$68.0 bil 6-month 5.533 5.355 Company Sym Indicated $ Value Date Seller Title
Tuesday Rover Group ROVR 300,000 2,040,000 10/17/23 Easterly, Aaron OD

JetBlue Air 0.08 Nil 10.90 United Airlines 8.62 Nil 21.09
Arms Index Name
$51.0 bil 2-year 5.067 5.085
Kennedy-Wilson
Sprinklr
KW
CXM
250,000
151,235
3,610,000 10/13/23
2,100,654 10/13/23
Ricks, Mary
Adams, Diane
FO
O
Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
quotient. The numerator in the index is the number of
Changes
AES Corp. (0.08) 0.6557 2.39 Exelon 2.12 1.4175 24.89 advancing stocks divided by the number of declining stocks. NYSE
Wednesday Permian Resources PR 150,000 2,268,637 10/17/23 Garrison, Matthew FO As of 3/14/11, the denominator in the index is now the
Am Elec 3.86 3.32 46.50 FirstEnergy 0.65 1.56 17.77 composite volume of advancing stocks divided by the NCR Voyix (VYX), formerly
Iradimed IRMD 120,000 4,672,800 10/17/23 Susi, Roger D composite volume of declining stocks. NCR (NCR)
$52.0 bil 5-year 4.842 4.659 AmericanWaterWorks 4.79 2.725 42.30 NextEra Energy 3.78 1.8275 19.74
Cloudflare NET 115,380 7,327,784 10/16/23 Zatlyn, Michelle O Atmos Energy 5.84 2.96 66.85 Xcel Energy 3.15 2.0475 30.34 Nasdaq
Daily 10/16 10/17 10/18 10/19 10/20
Thursday Johnson Controls International JCI 103,332 5,336,064 10/16/23 Oliver, George O Con Ed 6.97 3.22 58.27 Pub Sv Ent 5.56 2.25 27.62 MoneyHero (MNY), formerly
DominionEnergy 2.70 2.67 31.26 Sempra Energy 7.90 2.3575 83.43 Bridgetown (BTWN)
Liberty Energy LBRT 102,852 1,956,245 10/16/23 Wright, Christopher O NYSE .45 .52 .96 .82 1.42 Notable Labs (NTBL), formerly
$38.0 bil 7-year 4.911 4.673 Duke Energy 1.79 4.04 61.51 Southn Co. 2.77 2.76 27.67
Core & Main CNM 100,000 3,186,000 10/12/23 Cowles, Bradford O NYSE American 1.54 1.02 .64 .83 .92 Vascular Biogenics (VBLT)
Edison Int'l 2.49 2.95 35.70 Tourmaline Bio (TRML),
* As of Friday afternoon. Doordash DASH 93,000 7,056,100 10/17/23 Tang, Weirui D Nasdaq .81 .88 .70 .85 .96 formerly Talaris Ther (TALS)
Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign
Net Change % Change and Ranking 52 Week

vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0029 .0029 349.7358 349.9584
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6315 .6297 1.5835 1.5881
Fixed Line Telecom DJUSFC 90.69 + 6.11 –18.49 +7.23 [1] –8.60 [126] –16.94 [129] –9.37 121.21 78.61 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6529 2.6529 .3769 .3769
Clothing & Accessories DJUSCF 286.89 + 13.10 1.92 +4.79 [2] +15.64 [46] +.67 [64] –4.00 320.58 251.85 30:100 and the index ratio hits 75:100. Brazil (Real) .1986 .1969 5.0345 5.0796
Specialty Retailers DJUSRS 2160.45 + 80.09 16.88 +3.85 [3] +10.60 [58] +.79 [63] –3.48 2,565.59 2,023.36 Bulgaria (Lev) .5415 .5373 1.8467 1.8610
Restaurants & Bars DJUSRU 2413.85 + 71.30 –13.03 +3.04 [4] +6.62 [76] –.54 [69] +4.55 2,794.64 2,271.85 S&P 100 CBOE Canada (Dollar) .7289 .7321 1.3719 1.3658
Personal Goods DJUSPG 624.69 + 16.17 –96.02 +2.66 [5] +6.76 [74] –13.32 [119] –6.42 773.04 590.93 Chile (Peso) .001060 .001066 943.14 937.78
China (Renminbi) .1367 .1369 7.3170 7.3048
Footwear DJUSFT 1968.99 + 48.86 –203.82 +2.54 [6] +20.89 [27] –9.38 [104] –5.07 2,413.52 1,656.33 13.25 1.65 Colombia (Peso) .0002363 .0002360 4232.50 4237.00
Nondurable Hshld Pdts DJUSHN 1147.02 + 26.70 –15.92 +2.38 [7] +16.60 [40] –1.37 [73] +.35 1,219.95 996.68 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Medical Equipment DJUSAM 2196.88 + 39.54 –231.40 +1.83 [8] +.96 [97] –9.53 [105] –2.66 2,690.69 2,130.29 Commercial rate .04304 .04254 23.232 23.507
Soft Drinks DJUSSD 840.39 + 14.33 –114.23 +1.73 [9] –3.33 [110] –11.97 [114] +3.87 1,002.39 820.19 Denmark (Krone) .1420 .1410 7.0445 7.0946
Durable Hshld Pdts DJUSHD 138.01 + 2.27 –13.38 +1.68 [10] –7.40 [123] –8.84 [103] –21.12 185.20 135.58 10.65 1.40 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Beverages DJUSBV 901.92 + 14.22 –109.78 +1.60 [11] –2.63 [109] –10.85 [110] +3.71 1,059.38 880.79 Egypt (Pound)-y .0324 .0324 30.8934 30.8906
Apparel Retailers DJUSRA 1195.49 + 17.94 17.11 +1.52 [12] +29.70 [12] +1.45 [60] +10.57 1,267.94 952.02 Hong Kong (Dollar) .1278 .1278 7.8243 7.8246
Brewers DJUSDB 631.62 + 8.57 74.97 +1.37 [13] +18.60 [36] +13.47 [24] –1.22 727.32 535.55 Hungary (Forint) .002771 .002706 360.89 369.57
Integrated Oil & Gas DJUSOL 773.49 + 10.16 –17.03 +1.33 [14] +2.95 [93] –2.15 [75] +43.18 837.28 699.19
8.05 1.15 Iceland (Krona) .007211 .007184 138.68 139.20
India (Rupee) .01203 .01199 83.159 83.423
Food Retailers & Whlslrs DJUSFD 816.46 + 10.12 66.81 +1.25 [15] +8.48 [69] +8.91 [36] +10.67 888.12 741.97
Indonesia (Rupiah) .0000630 .0000637 15876 15702
Food & Beverage DJUSFB 700.41 + 8.52 –111.08 +1.23 [16] –5.65 [118] –13.69 [121] +2.17 845.54 685.24 Israel (Shekel) .2463 .2514 4.0597 3.9770
Food Products DJUSFP 558.10 + 6.12 –119.73 +1.11 [17] –9.89 [130] –17.66 [130] 0 705.49 544.16 5.45 0.90 Japan (Yen) .006674 .006686 149.84 149.57
Oil & Gas Producers DJUSOG 884.89 + 9.40 20.37 +1.07 [18] +3.54 [89] +2.36 [55] +47.70 938.45 751.24 Kazakhstan (Tenge) .002088 .002097 479.00 476.96
Hshld Goods & Home Constr DJUSHG 918.87 + 9.12 21.69 +1.00 [19] +21.15 [26] +2.42 [54] +.36 1,012.31 771.06 Kuwait (Dinar) 3.2343 3.2320 .3092 .3094
General Retailers DJUSNG 858.88 + 7.85 –30.81 +.92 [20] +11.97 [55] –3.46 [79] –2.12 945.48 779.18 Macau (Pataca) .1240 .1240 8.0634 8.0650
2.85 0.65 Malaysia (Ringgit)-b .2098 .2115 4.7675 4.7285
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0548 .0553 18.2364 18.0923
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .5830 .5889 1.7153 1.6981
Semiconductor DJUSSC 9083.35 – 568.99 3,241.40 –5.89 [130] +76.55 [1] +55.48 [2] +17.47 10,405.81 5,324.81 0.25 0.40 Norway (Krone) .0904 .0913 11.0586 10.9474
Home Construction DJUSHB 1635.46 – 80.56 302.09 –4.69 [121] +52.86 [2] +22.66 [14] +9.20 2,035.71 1,103.38 Oman (Rial) 2.5976 2.5974 .3850 .3850
ON D J F M A M J J A S O Pakistan (Rupee) .00359 .00360 278.400 277.451
Internet DJUSNS 3237.53 – 53.94 1,302.13 –1.64 [55] +51.93 [3] +67.28 [1] +9.28 3,389.13 1,749.51
Source: CBOE Philippines (Peso) .01762 .01761 56.765 56.790
Technology Hardware & Equip DJUSTQ 4402.40 – 207.04 1,258.38 –4.49 [118] +41.62 [4] +40.02 [7] +15.21 4,968.27 3,052.70 Poland (Zloty) .2375 .2319 4.2099 4.3126
Software & Computer Svcs DJUSSV 4886.03 – 78.41 1,476.22 –1.58 [52] +40.14 [5] +43.29 [4] +8.04 5,094.29 3,136.88 Qatar (Rial) .2743 .2742 3.6462 3.6475
Reinsurance
Software
DJUSIU
DJUSSW
480.00
5309.55
+ .44
– 83.69
90.91
1,397.50
+.09
–1.55
[28]
[50]
+39.73
+36.84
[6]
[7]
+23.36
+35.72
[13]
[9]
+21.76
+7.80
494.71
5,787.92
354.65
3,619.64 Coming Earnings Russia (Ruble)-a
Saudi Arabia (Riyal)
Singapore (Dollar)
.01048
.2666
.7288
.01024
.2666
.7302
95.450
3.7513
1.3722
97.700
3.7513
1.3695
Trucking DJUSTK 1586.26 – 43.98 302.50 –2.70 [83] +33.33 [8] +23.56 [12] +13.17 1,773.33 1,210.23
Consensus Estimate Year ago
Travel & Tourism DJUSTT 737.07 – 34.07 214.26 –4.42 [114] +33.31 [9] +40.98 [6] +8.04 862.55 509.65 South Africa (Rand) .0526 .0526 18.9954 19.0229
Publishing DJUSPB 595.50 + .06 105.06 +.01 [30] +32.93 [10] +21.42 [15] +9.62 623.92 443.31 South Korea (Won) .0007405 .0007390 1350.35 1353.15
M
Oil Equipment & Svcs DJUSOI 328.11 – 3.45 31.68 –1.04 [37] +29.77 [11] +10.69 [30] +47.55 347.74 240.26 Sri Lanka (Rupee) .0031 .0031 325.4600 324.0200
Cadence Design Systems (Q3) $1.20 $1.06 Sweden (Krona) .0910 .0905 10.9946 11.0452
Apparel Retailers DJUSRA 1195.49 + 17.94 17.11 +1.52 [12] +29.70 [12] +1.45 [60] +10.57 1,267.94 952.02 T Switzerland (Franc) 1.1208 1.1083 .8922 .9023
Industrial Suppliers DJUSDS 587.26 – 39.47 89.51 –6.30 [132] +29.67 [13] +17.98 [17] +13.86 645.65 462.68 3M (Q3) 2.35 2.69 Taiwan (Dollar) .03091 .03105 32.347 32.208
Gambling DJUSCA 588.50 – 10.30 60.29 –1.72 [58] +25.72 [14] +11.41 [28] –2.29 738.89 476.63 Danaher (Q3) 1.74 2.27 Thailand (Baht) .02740 .02759 36.490 36.250
Specialty Finance DJUSSP 498.13 – 14.38 67.98 –2.81 [88] +25.18 [15] +15.81 [20] +8.80 557.47 405.72 Dow (Q3) 0.45 1.11 Turkey (New Lira)-d .0357 .0360 27.9856 27.7978
Diversified Industrials DJUSID 560.43 – 12.36 34.17 –2.16 [70] +24.28 [16] +6.49 [45] +6.97 632.24 465.77 F5 (Q4) 3.21 2.62 Ukraine (Hryvnia) .0274 .0274 36.5500 36.4500
Mortgage Finance DJUSMF 8.16 – .28 1.19 –3.27 [102] +23.91 [17] +17.03 [18] +6.51 8.93 6.54 General Electric (Q3) 0.56 0.27 U.K. (Pound) 1.2165 1.2145 .8220 .8234
Nonlife Insurance DJUSIX 980.25 – 16.41 91.49 –1.65 [56] +23.79 [18] +10.29 [31] +18.57 1,017.61 812.56 General Motors (Q3) 1.90 2.25 Uruguay (Peso) …… .. …… .. …… .. …… ..
Telecom Equipment DJUSCT 1514.03 – 29.54 138.14 –1.91 [62] +23.70 [19] +10.04 [32] +10.52 1,640.02 1,257.66 Microsoft (Q1) 2.65 2.35 Financial .02507 .02502 39.885 39.970
NextEra Energy Partners (Q3) 0.50 0.93 Euro 1.0596 1.0510 .9438 .9514
Bldg Materials & Fixtures DJUSBD 1486.10 – 82.99 123.48 –5.29 [125] +23.18 [20] +9.06 [35] +7.60 1,777.55 1,245.83
NextEra Energy (Q3) 0.89 0.85 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving Quest Diagnostics (Q3) 2.19 2.36 a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. The Coca-Cola Co (Q3) 0.70 0.69 2005. y-floating rate.
Sherwin-Williams (Q3) 2.78 2.83
Verizon Communications (Q3) 1.18 1.32
Visa (Q4)
Waste Management (Q3)
2.25
1.61
1.93
1.56
Money Rates
Delta Market Pulse of the Economy
W
Automatic Data Processing (Q1) 2.02 1.86 Latest Week Prev. Week Yr Ago
CACI International (Q1) 4.55 4.36
Sentiment Discount Rate (NY) 5.50 5.50 3.25
Chemed (Q3) 4.90 4.74

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
CME Group (Q3) 2.22 1.98 Prime Rate (base) 8.50 8.50 6.25
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Indicator Durable manufacturing (NAICS) a, Sept 102.4 r102.0 104.1 –1.63 Inventory–to–sales ratio (Business) Aug 1.37 1.39 1.36 0.74
General Dynamics (Q3)
Hess (Q3)
2.92
1.14
3.26
1.89
Fed Funds Rate
Capacity utilization % Sept 79.7 r79.5 80.1 –0.50 Orders IBM (Q3) 2.14 1.81
The Delta MSI measures the Avg effective offer 5.34 5.34 3.09
No Activity for this Week Landstar (Q3) 1.71 2.76
position of a representative set Industrial output a, Sept 103.6 r103.3 104.8 –1.15 Avg weekly auction-c 5.33 5.33 3.08
of stocks relative to an Meta Platforms (Q3) 3.62 1.64
Manufacturing (NAICS) a, Sept 100.3 r100.0 102.8 –2.43 Moody’s (Q3) 2.32 1.85
intermediate-term moving Trade T-Bills Rate
average crossover (MAC) point. Nondurable manufacturing (NAICS) a Sept 98.3 r98.0 101.3 –2.96 Norfolk Southern (Q3) 2.72 4.10
No Activity for this Week
When greater than 50% of the Old Dominion Freight Line (Q3) 2.91 3.36
Production 13 weeks, Coupon Yield 5.503 5.503 3.911
stocks followed are above this Inflation Ryder Systems (Q3) 3.22 4.45
MAC point, the market is T-Mobile (Q3) 1.70 0.40 13 weeks, Auction Rate 5.340 5.340 3.820
Electric power, (mil. kw hrs) (EEI) Oct 14 68,978 75,962 70,244 –1.80
bullish. When the indicator is ECRI Industrial Price Index f Oct 20 119.45 119.58 121.09 –1.35 The Boeing Co (Q3) -3.18 -6.18 26 weeks, Coupon Yield 5.574 5.558 4.398
below 50%, risk is elevated and Mining (NAICS) a, Sept 121.2 r120.6 117.9 2.80
Thermo Fisher Scientific (Q3) 5.65 5.08 26 weeks, Auction Rate 5.335 5.320 4.245
stock exposures should be Petroleum, related capacity, % Oct 13 86.1 85.7 89.5 –3.80 Employment Whirlpool (Q3) 4.23 4.49 Avg weekly auction-c 5.35 5.35 3.60
reduced. Manager uses Rotary rigs running, U.S. & Can., (Hughes) Oct 20 822 815 981 –16.21
discretion on asset allocation Initial jobless claims (thous.) Oct 14 198 r211 198 0.00 TH Broker Call Rate 7.25 7.25 5.00
when MSI is at 50% +/- 3%. Steel, (thous. tons) Oct 14 1,695 1,698 1,688 0.41 Continuing claims (mil.) Oct 7 1.734 r1.705 1.346 28.83 Altria (Q3) 1.29 1.28
Steel, rated capacity, % (AISI) Oct 14 73.8 74.7 75.7 –2.51 Amazon (Q3) 0.58 0.28 Bankers Acceptances
Construction
Bearish
Utilities a Sept 107.0 r107.4 104.6 2.29 Boston Beer (Q3) 4.07 2.21
Bristol Myers Squibb (Q3) 1.78 1.99 1 month 5.36 5.36 3.55
Building contracts, F.W. Dodge, (bil. $) Sept 1,198.35 r1,276.89 1,039.97 15.23 2 months 5.43 5.43 3.68
Consumption and Distribution CenterPoint Energy (Q3) 0.35 0.32
New housing permits, (thous. units) Sept 1,473 r1,541 1,588 –7.24 Comcast (Q3) 0.95 0.96 3 months 5.50 5.50 4.25
Business sales, (mil. $) Aug 1,857.20 r1,832.60 1,853.27 0.21 First Energy (Q3) 0.86 0.79
Current Sentiment New housing starts, (thous. units) Sept 1,358 r1,269 1,463 –7.18 6 months 5.78 5.78 4.88
Instinet Research Redbook Avg. (monthly %) Oct 14 –1.87 3.23 –1.59 …. Ford Motor (Q3) 0.47 0.30
Baltic Dry Index Oct 20 2,046 1,945 1,819 12.48 Other Indicators Harley-Davidson (Q3) 1.36 1.78 Foreign Prime Rates
26.4% Retail store sales, (bil. $) Sept 704.9 r699.9 679.4 3.75 Honeywell International (Q3) 2.23 2.25
Citi Research Panic–Euphoria Reading Oct 20 –0.04 0.02 –0.22 …. Canada 7.20 7.20 5.45
Intel (Q3) 0.22 0.59
Index of coincident indicators h Sept 110.9 110.6 109.1 1.65 Kenvue (Q3) 0.31 .... Germany 4.50 4.50 1.25
Inventories
Index of lagging indicators h Sept 118.5 r118.3 116.2 1.98 Mastercard (Q3) 3.21 2.68 Japan 1.475 1.475 1.475
Last Week Business inventories, (bil. $) Aug 2,548.67 r2,539.18 2,523.65 0.99 Index of leading indicators h Sept 104.6 r105.3 115.8 –9.67 Merck (Q3) 1.95 1.85 Switzerland 2.25 2.25 1.00
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Oct 13 419,748 424,239 437,357 –4.03 Coincident to lagging ratio h Sept 0.94 0.93 0.94 0.00 PG&E (Q3) 0.34 0.29 Britain 5.25 5.25 2.25
21.7%
Gasoline, (thous. bbls) Oct 13 223,301 225,671 209,368 6.65 Reliance Steel (Q3) 5.02 6.48
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-
benchmark revision, 2016 equals 100. r-Revised. Southwest Airlines (Q3) 0.38 0.50 Other Money Rates
United Parcel Service (Q3) 1.54 2.99 Fannie Mae Home Loan:
Valero Energy (Q3) 7.39 7.14 30-Year Fixed Conv 7.42 7.08 6.81
2 Weeks ago F
Bank money market-z 0.61 0.61 0.16
Autonation (Q3) 5.50 6.00
American Debt and Deficits Adjustable Mortgage Rates Chevron (Q3) 3.53 5.56
Interest Checking-z 0.06 0.06 0.04
19.5% Xcel Energy (Q3) 1.29 1.18 6-Month Certif-z 1.59 1.60 0.60
Latest Preceding Year Ago Yr over Yr 12-Month Certif-z 2.04 2.04 1.03
Report Report Report % Chg
1 Year Treas Bills
Oct 20
5.40
Oct 13
5.44
Yr. Ago
4.38
YOY % Chg
23.29
Consensus Estimate
Day Consensus Est Last Period
30 Month Accounts-z
5-Year Certificates-z
1.47
1.35
1.35
1.35
0.96
0.99
3 Weeks ago Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 ….
Budget Surplus/Deficit (bil. $)-b, September –170.98 +89.26 –429.77 -60.22 2 Year Treas Notes 5.01 5.09 4.38 14.38 W September Building Permits 1,450,000 1,473,000
Trade Deficit (bil. $, sa)-c, August –58.30 r-64.72 –67.32 -13.40 3 Year Treas Notes 4.77 4.87 4.38 8.90 U.S. Savings EE Bonds:
Current Market Exposure: 0% Treasury Gross Public Debt. (bil. $)-d 33,629.2 33,537.1 31,221.6 7.71 September New Home Sales 687,500 675,000
Equities, 100% Bonds, 0% Cash 5 Year Treas Notes 4.64 4.73 4.18 11.00 TH Q3 GDP 3.5% 2.1%
Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Long-Term (5yrs+) 2.50 2.50 0.10
Consumer Installment Debt (bil. $)-e, August 4,969.2 r4,984.8 4,675.8 6.27 10 Year Treas Notes 4.64 4.75 3.95 17.47
Source: Delta Investment F September Personal Income 0.40% 0.40%
20 Year Treas Bds 4.99 5.07 4.22 18.25 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. October Michigan Sentiment 63.0 63.0 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
FHFA PMMS+ Sept 6.95 6.95 5.50 26.36
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Factset. z-Bankrate.com.
249-6337 Fed annualized yields adjusted for constant maturity. f-Final; p-Preliminary; r-Revised Source: FactSet
suspended through January 1, 2025.
Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Top 5 Insider Purchases by
High Low
983.45 689.07 Gold mining
10/19
791.96
10/12
774.76
Ago
689.07
Chg.
+2.22
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date
Company in 2023
Corporate (z) 27,042 r20,153 25,062 Number of Number of Avg.
Armstrong Wrld Ind-AWI (NYSE) 1.6 Q .28 .254 10.2 % 11-02 11-01 11-16 Company Sym Insiders Shares $ Value Price
Municipal (z) 10,650 r5,591 10,060
ASML Holding-ASML (Nasdaq) 0.9 Q 1.533665 1.139056 34.6 11-02 11-01 11-10 2
Best Grade Bonds-y B Riley Financial RILY 458,841 18,818,145 $41.01
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
Avient-AVNT (NYSE)
Bank of America Pfd E-BACpE (NYSE)
3.2
6.9
Q .2575
Q .38181
.2475
.3623
4.0
5.4
12-15
10-31
12-14
10-30
1-05
11-15 FidelityNationalInformationServices FIS
0
12 21,297 1,403,242 $65.89
5.19 4.93 4.86 Bank of America Pfd. 2-BMLpH (NYSE) 7.3 Q .40247 .39056 3.0 11-15 11-14 11-28 Forward Air FWRD 12 37,059 2,493,323 $67.28
Handy & Harman 10/20 10/13 Year Ago
Compass Diversified CODI 11 147,648 2,986,112 $20.22
Blackstone-BX (NYSE) 3.6 Q .80 .79 1.3 10-30 10-27 11-06
Gold, troy ounce 1988.50 1909.20 1643.25 Interm-Grade Bonds-y Keurig Dr Pepper KDP 11 174,444 5,967,955 $34.21
Silver, troy ounce 23.58 22.73 19.10 Brown & Brown-BRO (NYSE) 0.8 Q .13 .115 13.0 11-01 10-31 11-15
(Barron's index of 10 medium-grade corporate bonds.) Cass Info Systems-CASS (Nasdaq) 3.2 Q .30 .29 3.4 12-05 12-04 12-15 Top 5 Insider Sales by Company in 2023
Base for pricing gold and silver contents of shipments and for making 6.13 5.72 5.80 Equinor ADR-EQNR (NYSE) 2.6 Q .90 .2445 268.1 11-15 11-14 11-28
refining settlement. Atlassian TEAM 67 1,519,581270,203,914 $177.81
Goldman Sachs Pfd. A-GSpA (NYSE) 6.6 Q .40741 .38888 4.8 10-26 10-25 11-10 Salesforce CRM 53 1,504,536327,045,250 $217.37
Confidence Index
Coins Price Premium $ Premium % Goldman Sachs Pfd. D-GSpD (NYSE) 7.1 Q .4023 .38377 4.8 10-26 10-25 11-10 Datadog DDOG 48 2,625,911236,846,928 $90.20
(High-grade index divided by intermediate-grade index; decline in Liberty Energy-LBRT (NYSE) 1.4 Q .07 .05 40.0 12-06 12-05 12-20 Airbnb ABNB 30 2,672,382329,885,815 $123.44
Krugerrand 2062.22 79.32 4.00 latter vs. former generally indicates rising confidence, pointing to Samsara IOT 29 4,018,935 89,262,394 $22.21
Maple Leaf 2082.05 99.15 5.00 Lincoln Electric-LECO (Nasdaq) 1.6 Q .71 .64 10.9 12-31 12-28 1-12
higher stocks.)
Mexican Peso 2398.78 8.00 0.33 84.7 86.3 83.8 Minerals Technologies-MTX (NYSE) 0.8 Q .10 .05 100.0 11-01 10-31 12-07
Austria Crown 1946.64 3.00 0.15 Northwest Natural-NWN (NYSE) 4.9 Q .4875 .485 0.5 10-31 10-30 11-15
Austria Phil 2082.05 99.15 5.00
U.S. Eagles 2082.05 99.15 5.00 Other Confidence Indicators: NuSTAR 7.625% Nts 2043-NSS (NYSE) 12.3 Q .79155 .777517 1.8 12-29 12-28 1-16
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1929.3 Bloomberg Barclays US Long Treasury*
Penske Automotive-PAG (NYSE)
Permianville Royalty Tr-PVL (NYSE)
1.9
16.7
Q
M
.79
.006 .0037
.72 9.7
62.2
11-10
10-31
11-09
10-30
12-01
11-13
Week’s Week’s
(This index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
Pinnacle West Capital-PNW (NYSE)
Prosperity Bancshares-PB (NYSE)
4.7
4.4
Q
Q
.88
.56
.865
.55
1.7
1.8
11-01
12-15
10-31
12-14
12-01
1-02
Dividend Dividend
Gold Performance Bloomberg Barclays US Credit
2716.19 2850.86 2909.16
Stepan Co-SCL (NYSE)
Tanger Factory Outlet-SKT (NYSE)
2.0
4.4
Q
Q
.375
.26
.365
.245
2.7
6.1
11-30
10-31
11-29
10-30
12-15
11-15 Payment Payment
New Haven: As war raged in Gaza and Via Renewables Pfd A-VIASP (Nasdaq) 18.0 Q .76459 .75922 0.7 1-01 12-28 1-16 This list includes payouts on This list includes payouts on
(This index includes all publicly issued, fixed-rate, non-convertible, common stocks. common stocks.
Ukraine, gold rose 4%, to $1,989 an ounce. investment-grade, dollar-denominated, SEC-registered corporate
VOC Energy Trust-VOC (NYSE) 9.1 Q .225 .21 7.1 10-30 10-27 11-14
debt.) Western Midstream Ptrs-WES (NYSE) 8.3 Q .575 .5625 2.2 11-01 10-31 11-13 NYSE NASDAQ
50 2752.66 2803.49 2656.41 Zurn Elkay Water Solns-ZWS (NYSE) 1.2 Q .08 .07 14.3 11-20 11-17 12-07 Monday (October 23) Monday (October 23)
Barron's Gold Mining Index (791.96) Ryan Labs Treasury Index Corp. Inmob Vesta ADR .18
Dividend Payment Reductions Gpo Aeroportuario ADR 2.132 Elbit Systems .50
(Index of total return from active Treasury notes and bonds. Dec. Quest Diagnostics .71 Riverview Bancorp .06
40 31, 1996=100.) Tuesday (October 24) Roper Technologies .683
253.68 257.75 254.76 Adjusted % Record Ex-Div Payment Dollar General .59
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Ingredion .78 Tuesday (October 24)
Bond Buyer 20 Bond Index McCormick .39
30 Mesa Royalty Trust-MTR (NYSE) 14.2 M .017092 .042864 -60.1 % 10-31 10-30 1-31 McCormick Vtg .39 A-Mark Precious Metals .20
(Index of yields of 20 general obligation municipal bonds.) Dime Community Bncshrs .25
Wednesday (October 25)
20 Bond Buyer Municipal Bond Index

4.19 3.97 3.87
Stock Splits/Dividends Special Dividends Agilent Technologies .225
American Financial Group .71
Upbound Group .34
Record Ex-Div Pay

Wednesday (October 25)
Ellington Financial .15
Record Ex-Div Pay Gap Inc .15
(Index of 40 actively-traded tax-exempt bonds; component issues Company Name-Ticker Symbol (Exchange) Amount Date Date Date Cisco Systems .39
are changed regularly to keep the index a current picture of the Company Name-Ticker Symbol (Exchange) Amount Date Date Date General Electric .08
10 John Wiley & Sons A .35 Comcast Cl A .29
market. Source: The Bond Buyer MarketWise-MKTW (Nasdaq) 0.15 11-10 11-09 12-01
5.17 5.02 4.97 NONE John Wiley & Sons B .35 First Bancorp NC .22
Handy & Harman Gold Price Spirit Airlines-SAVE (NYSE) 0.10 10-25 10-24 10-31
Thursday (October 26) InterDigital .40
Stock/Bond Yield Gap-s Winmark-WINA (Nasdaq) 9.40 11-15 11-14 12-01
Banco Bilbao Vizcaya ADR .169 Marvell Technology .06
0
(Difference between yield on highest-grade corporate bonds and
yield on stocks on the DJIA.)
Conference Call Calendar HCA Healthcare October 24 10:00AM Q3
Compass Diversified
Lennar Cl A
.25
.375
Micron Technology
NetApp
.115
.50
Hershey October 26 8:30AM Q3 Lennar Cl B .375
-3.00 -2.78 -2.69 Hess October 25 10:00AM Q3 New York Times .11 Utd Security Bancshares .12
-10 Earnings- Oracle .40
Related Hilton Worldwide October 25 9:00AM Q3 Simpson Manufacturing .27
Yield on DJ Equal Weight US Corp Bond Idx: Thursday (October 26)
N D J F M A M J J A S O Company Date Time Period Honeywell International October 26 8:30AM Q3 Tsakos Energy Navigation .40
Corp Bonds, (y) 6.46 6.20 6.19 IDEX October 26 10:30AM Q3 Vail Resorts 2.06 Grindrod Shipping Hldgs 1.016
3M October 24 9:00AM Q3 Illinois Tool Works October 24 10:00AM Q3 Wabash National .08 MarketWise .01
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- A O Smith October 26 10:00AM Q3 Intel October 26 5:00PM Q3
Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Friday (October 27) Village Super Market A .25
Abbvie October 27 9:00AM Q3 International Business Machines October 25 5:00PM Q3 Advance Auto Parts .25
Align Technology October 25 4:30PM Q3 Invesco Ltd October 24 9:00AM Q3 American Eagle Outfitters .10 Friday (October 27)
Alphabet October 24 4:30PM Q3 Invitation Homes October 26 11:00AM Q3 Bank of Nova Scotia .779
Buckle .35 Amdocs .435
Federal Reserve Data Bank Week’s Ex- Week’s Ex-
Amazon.com
American Tower
October 26
October 26
5:30PM
8:30AM
Q3
Q3
Juniper Networks
Kimco Realty
October 26
October 26
5:00PM
8:30AM
Q3
Q3
CTS Corp
Danaher
.04
.27
ChampionX
First Busey
.085
.24
Ameriprise Financial October 26 9:00AM Q3 Laboratory Corporation of America October 26 9:00AM Q3 Foot Locker .40
One week ended Oct 18:
Prev. Year
Dividend Dividend Aon PLC
Avery Dennison
October 27
October 25
8:30AM
1:00PM
Q3
Q3
Marketaxess
Mastercard
October 25
October 26
10:00AM
9:00AM
Q3
Q3
Humana
IDEX Corp
.885
.64
Immersion
Johnson Outdoors Cl A
.03
.33
Member Bank Methode Electronics .14
Reserve Chgs. (Mil. $)
Week
Change
Ago
Change Dates Dates Baker Hughes
Bio Rad Laboratories
October 26
October 26
9:30AM
5:00PM
Q3
Q3
Merck & Co
Meta Platforms
October 26
October 25
9:00AM
5:00PM
Q3
Q3
OGE Energy
Oxford Industries
.418
.65
Saturday (October 28)
U.S. Gov't securities: Boeing October 25 10:30AM Q3 Microsoft October 24 5:30PM Q1 Sandstorm Gold .015 NONE
This list includes payouts on This list includes payouts on Science Applications .37
common stocks. common stocks. Boston Scientific October 26 8:00AM Q3 Molina Healthcare October 26 8:00AM Q3
Bought outright 7,403,451 -7,180 -919,586 Moody's October 25 11:30AM Q3 Sysco .50 Sunday (October 29)
Brown & Brown October 23 8:00AM Q3 TD SYNNEX .35
NYSE NASDAQ Newmont Corporation October 26 10:00AM Q3
Federal agency secur: Bunge Ltd October 26 8:00AM Q3 NONE
Tuesday (October 24) Cadence Design Systems October 23 5:00PM Q3 Northrop Grumman October 26 9:00AM Q3 Saturday (October 28)
Bought outright 2,347 .... .... Tuesday (October 24)
Antero Midstream .225 Camden Property Trust October 27 11:00AM Q3 Nucor October 24 10:00AM Q3 NONE
Reserve bank credit:
Clorox
Lowe's
1.20
1.10
Kaiser Aluminum
Lakeland Financial
.77
.46
Capital One Financial
Carrier Global
October 26
October 26
5:00PM
7:30AM
Q3
Q3
Old Dominion Freight Line
Otis Worldwide
October 25
October 25
10:00AM
8:30AM
Q3
Q3
Sunday (October 29)
NONE
Week’s
Primary Credit 2,720 +94 -3,647 Spirit Airlines .10
Secondary Credit .... .... .... Wednesday (October 25) Wednesday (October 25)
CBRE
Charter Communications
October 27
October 27
8:30AM
8:30AM
Q3
Q3
Paccar
Packaging Corp of America
October 24
October 24
12:00PM
9:00AM
Q3
Q3 Dividend
Seasonal Credit
Float
55
-164
-12
+34
+28
-40
Aptargroup
Commercial Metals
Knot Offshore Partners
.41
.16
.026
Fastenal
Krispy Kreme
.35
.035
Chipotle Mexican Grill
Cincinnati Financial
October 26
October 27
4:30PM
11:00AM
Q3
Q3
Pentair PLC
Phillips 66
October 24
October 27
9:00AM
12:00PM
Q3
Q3
Week’s Ex- Payment
Other F.R. Assets
Total Fed Credit #
46,661
7,905,284
+2,549 +3,755
-9,456 -815,441
Levi Strauss
Royal Bank of Canada
.12
.996 Thursday (October 26)
CME
CMS Energy
October 25
October 26
8:30AM
9:30AM
Q3
Q3
Pultegroup
Quest Diagnostics
October 24
October 24
8:30AM
8:30AM
Q3
Q3 Dividend This list includes payouts on
common stocks.
Gold stock 11,041 .... .... Republic Services October 26 5:00PM Q3
SDR Certif. Accounts
Treas. Curr. Outst.
5,200
52,462
....
+14
....
+485
Thursday (October 26)
Bk of NY Mellon .42
Coca-Cola Consolidated
Concentrix
.50
.303
Coca-Cola
Comcast
October 24
October 26
8:30AM
8:30AM
Q3
Q3 Robert Half
Royal Caribbean Cruises Ltd
October 24
October 26
5:00PM
10:00AM
Q3
Q3
Dates NYSE American
Carrier Global .185 Corning October 24 8:30AM Q3
Jacobs Solutions .26 CSW Industrials .19 This list includes payouts on Monday (October 23)
Total 7,991,626 -9,533 -814,125 CoStar Group October 24 5:00PM Q3 Rtx October 24 8:30AM Q3
PNM Resources .368 common stocks.
Currency in circ 2,325,165 -2,941 +39,407 Friday (October 27) Danaher October 24 8:00AM Q3 ServiceNow October 25 5:00PM Q3 NONE
Signet Jewelers .23
Treas. Cash Hldgs 359 +11 +256 Unum Group .365 DexCom October 26 4:30PM Q3 Synchrony Financial October 24 8:00AM Q3 NYSE American
Hingham Institution Savs .63 Tuesday (October 24)
Treas. Fed Deposits 759,878 +50,718 +152,679 Digital Realty Trust October 26 5:00PM Q3 Teledyne Technologies October 25 11:00AM Q3 Tuesday (October 24)
Friday (October 27) Acme United .14
Foreign Fed Deposits 9,688 +1 +2,252 Saturday (October 28) Dover October 24 10:00AM Q3 Texas Instruments October 24 4:30PM Q3 NONE
Bank of Montreal 1.082 Thermo Fisher Scientific October 25 8:30AM Q3
Other Fed Deposits 151,981 -2,762 -48,011 Dow October 24 8:00AM Q3 Wednesday (October 25) Wednesday (October 25)
Saturday (October 28) NONE UDR October 27 12:00PM Q3
Other FR liab/cap -56,808 +1,489 -101,164 Eastman Chemical October 27 8:00AM Q3
NONE Universal Health Services October 26 9:00AM Q3 Riley Exploration Permn .36 NONE
Total factors 4,637,744 -74,470 -1,075,963 Sunday (October 29) Edwards Lifesciences October 25 5:00PM Q3
Sunday (October 29) EQT October 26 10:00AM Q3 Valero Energy October 26 10:00AM Q3 Thursday (October 26)
Reserves F.R. banks 3,353,881 +64,936 +261,837 NONE Thursday (October 26)
NONE Equinix October 25 5:30PM Q3 Verisign October 26 4:30PM Q3 NONE
Fgn hold U.S. debt 3,433,271 +8,015 +98,035 VICI Properties October 26 10:00AM Q3 EVI Industries .28
Monday (October 30) Monday (October 30) Essex Property Trust October 27 1:00PM Q3 Friday (October 27)
Exxon Mobil October 27 8:30AM Q3 Visa October 24 5:00PM Q4
Albertsons .12 NONE Friday (October 27)
Alliant Energy .452 Waste Management October 25 10:00AM Q3
Reserve Aggr (Mil. $) Latest Prev. Month % Year AO Smith .32 F5 October 24 4:30PM Q4
Month Ended Aug: Month Month Chg. Ago Kentucky First Fed Bncp .10 West Pharmaceutical Services October 26 9:00AM Q3 Saturday (October 28) Caledonia Mining .14
ARC Document Solutions .05 Fiserv October 24 8:00AM Q3
Ellington Financial .15 Plains All Amer Pipeline .268 General Dynamics October 25 9:00AM Q3 Westinghouse Air Brake Technologies October 25 8:30AM Q3 NONE
Total Reserves: 3,228,000 3,178,700 1.55 3,305,900 Saturday (October 28)
Enterprise Pdts Partners .50 Weyerhaeuser October 27 10:00AM Q3
Genesis Energy .15 Plains GP Holdings .268 General Motors October 24 8:30AM Q3 Sunday (October 29)
NonborrowedRes 2,971,200 2,906,800 2.22 3,287,200 Whirlpool October 26 8:00AM Q3 NONE
Grupo Aval Acciones ADR .018 Scholastic .20 Halliburton October 24 9:00AM Q3 NONE
BorrowedReserves 256,759 271,937 -5.58 18,755 Willis Towers Watson PLC October 26 9:00AM Q3
NiSource .25 Hartford Financial Services October 27 9:00AM Q3 Sunday (October 29)
Monetary Base 5,559,100 5,517,700 0.75 5,582,200 Northwest Natural .488 Texas Instruments 1.30 Monday (October 30)
Hasbro October 26 8:00AM Q3 Source: CCBN, www.ccbn.com
Targa Resources .50 Virtus Invt Partners 1.90 NONE NONE

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Week’s AnebuloPharm
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ArtesianRscs A
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Envela RamacoRscsA BioCryst EVgo LandmarkBncp Peraso TitanPharm RenaissanceRe GraphicPkg StandardMotor
FG BiodexaPharm Evogene LanternPharma Perficient GrayTelevision A Stem
RemitlyGlobal TivicHealth SeacorMarine

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Escalade
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Barron’s 50-Stock Average
Xencor
EverspinTech AgiosPharm ChinaAutoSys GuardforceAI Moderna Roadzen XIAO-I Babcock&Wilcox This index is a weighted average of 50 leading issues. Useful in secu-
Falcon'sBeyondGlbl Agriforce ChromaDex HallmarkFin MolecularPtrs RockyMtnChoc XilioTherap Ball rity valuation. Source: Barron's Stats
FirstCash Airgain Cingulate HallofFameResort MonarchCasino RVL Pharm XPEL Bally's
FitLifeBrands AkeroTherap CISO Global Hanryu MoneyHero Sagimet BankMontreal Oct 19 Oct 12 Oct Yr-to-Yr
XWELL 2023 2023 2022 % Chg
FosterLB AkoustisTechs CitizensFinlSvc HarborCustom MonogramOrtho SanaBiotech YorkWater BankNovaScotia
FrequencyElec AlaunosTherap Clarus HarborCustomWt MonoparTherap SangomaTechs YSBiopharma BaxterIntl S&P 500 Index 4278.00 4349.61 3721.88 14.94
G-IIIApparel AldeyraTherap ClearsideBiomed HashiCorp Monro Satellogic ZappEV Beachbody Barron’s 50 Index 11178.81 11313.80 10753.61 3.95
GoldenHeaven AligosTherap CleverLeaves HawaiianHoldings MonteRosaTherap SaveFoods ZebraTech Bio-RadLab A
HalladorEnergy AlkalineWater CLPS HawthornBcsh MoolecScience SaverOne2014 Bio-RadLab B Projected quarterly earn 203.32 203.41 156.37 30.02
ZeroFox
HealthwellAcqnI Allakos CN Energy HaynesIntl MotusGI SchnitzerSteel ZivoBiosci Birkenstock Annualized projected earn 813.28 813.64 625.49 30.02
Immunome Allient CocrystalPharma Heartbeam MullenAuto SciSparc ZuraBio BostonOmaha Annualized projected P/E 13.75 13.91 17.19 –20.05
InflectionPtIIA AllogeneTherap CogentBio HepionPharm MustangBio SEALSQ ZW DataAction BridgeInvt Five-year average earn 539.36 539.40 463.6 16.34
InnovativeIntlA AlloVir Cognex HeronTherap MyMD Pharm SellasLifeSci BrightSphere
IonisPharm AltamiraTherap ColorStarTech HilleVax Mynaric Semtech NYSE BrookfieldBus Five-year average P/E 20.73 20.97 23.20 –10.64
KeenVisionAcqn AlterityTherap CommerceBcshrs HinghamSvg MySize SenmiaoTech BrookfieldInfr Year-end earn 730.54 730.63 612.6 19.25
KratosDefense Altimmune CommScope HitekGlobal NanoVibronix SenseiBiotherap NEW HIGHS BrookfieldInfr Year-end P/E 15.30 15.48 17.55 –12.83
LeonardoDRS Ambarella CompleteSolaria HomeFedBncpLA Napco Security SeresTherap Aflac ButterflyNtwk
lululemon AmerAirlines ComputerPrograms Hookipa Nathan's ShiftPixy Abercrombie&Fitch CNH Indl Year-end earns yield, % 6.54 6.46 5.70 14.71
MatrixService AmericanLithium comScore HothTherap NatlBankshares ShoalsTech AlmacenesExito Curo Best grade bond yields, % 5.19 4.93 4.98 4.22
MereoBioPharma AmericanRebel ConduitPharm HudsonGlobal NCS Multistage Shyft AmerEagle CanadaGoose Bond yields/stock ylds, % 0.79 0.76 0.87 –9.15
MillerKnoll AmesNational Conn's IcahnEnterprises Neonode SigmaLithium AnteroMidstream CIBC Actual year-end divs 250.05 249.92 235.07 6.37
MMTec AmylyxPharm ConnexaSports IGM Biosci NeptuneWellness SiliconLabs AppliedIndlTechs CanNtlRlwy
Actual yr-end divs yld, % 2.24 2.21 2.19 2.33
O T H E R VO I C E S
Monetary policy is really not that tight when long-
term rates provide a cheap out. The bond market
has been a get-out-of-jail-free card.
cession was coming. After the reces- need to rise more to really curtail new
sion failed to show up, the stock construction.
market rallied. Many analysts keep expecting
But why hasn’t the economy gone households to significantly reduce
into recession? The Fed has raised spending, especially as they run out
rates substantially, and investors are of “excess savings” from the govern-
assuming that monetary policy is ment’s pandemic support programs.
tight. But can it really be tight when Aside from the enormous difficulty
firms can finance themselves in the in estimating excess savings, current
bond market at lower rates than they income is by far the single most im-
must pay to draw on their credit lines? portant driver of household spending.
It has been argued that sluggish (Capital gains are No. 2.) And as job
bank-loan demand is evidence of a growth remains robust, wage rates are
weakening economy. Rather, it seems rising, and striking workers press for
more appropriate to conclude that even larger wage increases, there is lit-
many firms, especially larger ones, tle prospect for a sharp decline in con-
don’t need to tap bank lines when they sumer outlays, as yet.
can lock up long-term financing at Income growth could hit a wall if
lower rates in the bond market. Fur- companies run out of unemployed
thermore, firms have an incentive to people to hire. But labor-pool inflows
borrow in the bond market to pay off have been surprisingly strong, rein-
their credit lines and reduce their forcing income growth, so that wall
interest expense. So, the effectiveness of may be further out in the future.
hikes in short-term rates has been un- Consumers are also somewhat insu-
dermined by the failure of long rates to lated from the adverse effects of
move up enough to constrain growth. higher rates because they’ve over-
Just Where Is the

Or to put it slightly differently, whelmingly locked in low mortgage
monetary policy is really not that tight rates. And for good measure, debt
when long-term rates provide a cheap levels are also quite low relative to
out. The bond market has been a get- income. Households are actually in
Recession? Clues Are

out-of-jail-free card. very good financial shape.

Long-term rates have risen even Other activities reinforce the floor
while the curve has remained in- under the economy. Supply-chain
verted. It’s fair to think that raises dependency is encouraging firms
In Long-Term Rates.
the hurdle for investment decisions to bring manufacturing onshore or
across the board. But the cost of capi- near-shore, and government subsi-
tal isn’t the only variable that matters dies strongly incentivize such invest-
for spending decisions. For example, ment. Even so, higher rates surely are
mortgage costs are significantly a headwind. But it is difficult to an-
I
higher, yet housing construction is ticipate a large decline in capital in-
holding up after last year’s weakness. vestment with the government pro-
s monetary policy really tight? BY CHARLES short-term rates are higher than long- Why? I think that reflects the magni- viding so much support in pursuit
The Federal Reserve has LIEBERMAN term ones. When the curve is in- tude of the shortfall of the existing of its green initiatives.
raised policy rates sharply The writer is co- verted, investors are pricing in a housing stock. Putting all of these considerations
and quickly. The yield curve is founder and man- recession, as they have been for the After overbuilding in 2005 to together, monetary policy isn’t biting
inverted, which has been aging partner of past two years. Most of the time, in- 2007, the housing glut caused a mas- as much as might be expected, and it
taken to predict an impending Advisors Capital vestors will get that forecast right. sive credit crisis. That excess supply certainly isn’t as tight as many believe.
recession or a quick return to Management, a But not every time. And it should be of housing has since been more than The recent rise in long-term rates may
the Fed’s 2% inflation target. registered invest- clear by now that the inverted curve reversed by years of underbuilding, pose some additional restraint on eco-
But investors make mistakes, and ment advisory can’t cause a recession or we would so there’s now a housing shortfall of nomic growth, potentially obviating
there’s reason to believe that expecta- firm. surely have had one already. at least 1.5 million units and quite the need for more rate hikes to create
Illustration by Mark Harris

tions about the effects of those higher The inverted yield curve wasn’t possibly much more. It is notable that some slack. But that’s hardly assured.
rates are among them. the only reflection of the expected home construction has stabilized in The bottom line is that rates just
The yield curve refers to the chart recession. The rise in interest rates 2023, despite the continued rise in might need to rise more than recog-
that plots U.S. Treasuries by maturity. orchestrated by the Fed in 2022 con- mortgage rates. Builders can still nized, given the circumstances. At the
Investors normally demand higher tributed to the 20% decline in stocks promote sales by buying down rates, very least, higher for longer appears
yields for longer, riskier maturities, so and the massacre in the bond market, while buyers opt for smaller units or to be the minimum expectation for
the curve is said to be inverted when because investors believed that a re- fewer amenities. Rates will probably the market. B
RETIREMENT M A I L BAG
Rising Home Prices Why Chip Makers
Aren’t Always Good News
Favor Arizona
BY ELIZABETH O’BRIEN they can’t sell their old home for more To the Editor: ber of options (“Want to Bet on Higher Oil
than they pay for their new one, they Along with Taiwan Semiconductor Manu- Prices? Try These 4 Funds,” The Trader,
H
ome equity accounts for much miss out on an important opportunity to facturing’s $40 billion investment in Ari- Oct. 13). Another one that individual in-
of older homeowners’ net add to their retirement savings. zona, Intel is investing $20 billion in ex- vestors might, due to light volume, con-
worth. Relying on it to fund Home equity makes up almost half of panding its already large research and sider is the closed-end fund BlackRock
retirement has its downsides. the median net worth of homeowners 60 manufacturing presence in nearby Chand- Energy and Resources Trust, at $12.95. It
Rising home prices are generally con- and older, according to a Vanguard analy- ler (“How Global Conflict Led to a Surpris- holds 27 securities, including all of the
sidered a boon for homeowners, especially sis. The average retirement savings is ing Plan to Make Apple Chips in a Des- majors: Exxon Mobil (19%), Shell (11%),
long-term owners near or in retirement. $223,000. Home equity can provide a ert,” Cover Story, Oct. 13). Total (7%), ConocoPhillips (7%), and BP
But higher prices also make the next step meaningful addition to that—provided In addition to swaths of land around (7%). It trades at a 13% discount to net
for retirees more expensive, leaving some retirees can make an advantageous move. Phoenix, a favorable climate, and reliable asset value and pays a 6.57-cent monthly
with less ability to pad their nest egg by To be sure, prices haven’t risen uni- and favorable utilities, the state offers dividend, which was raised in March from
making a move. formly across the country, and there are Arizona State University and the Mari- 5.85 cents for a yield of 6.1%.
Just a couple of years ago, retirees still opportunities to take advantage of copa Community College system, which Harvey Rosen
could more reliably sell a big family home regional differences. Alison Hicks Mosley, are the largest public university and Brooklyn, N.Y.
and downsize to something smaller and a real estate advisor at Premiere Sotheby’s community college system in the U.S.
cheaper, pocketing the difference. But International Realty in Winter Park, Fla., and have developed engineering, technol-
mortgage rates have climbed steadily over recently had a client sell her Florida home ogy, and computer science programs that Another EV Play
the past year, with the average rate on a for $900,000 and buy a place in Kentucky will meet the labor force needs of Intel,
fixed 30-year mortgage at 7.63%, the high- for $350,000. TSMC, and others in the semiconductor To the Editor:
est since 2000, driving payments higher. Perhaps those best positioned in this and related spaces. Notwithstanding the United Auto Work-
What’s more, rising rates have contrib- market are homeowners on the coasts, Ted Ferris ers strike and its deleterious effects, I still
uted to a tighter inventory of available where homes have generally appreciated On Barrons.com like Al Root’s ideas on car electrification
homes, helping push home prices to their the most in recent decades. California (“Where to Invest $100,000 Right Now,”
least-affordable levels in nearly 40 years. homeowners who relocated to lower-cost Guide to Wealth, Oct. 13). To his list, I
As a result, the smaller homes retirees regions or states extracted an average of National Security Issue would add Linama. This is a diversified
want aren’t necessarily cheaper than the 77% of the equity in their previous home Canadian industrial with strong markets
larger places they’re leaving behind, espe- with their move, the highest of any state, To the Editor: in both agricultural and access equipment,
cially if buyers are looking to relocate to a according to a Vanguard analysis of home- Recent events will drive a huge need to with mobility and propulsion agnostic/
desirable location. And baby boomers are owners 60 and over who moved in 2019. increase our military budget (“What Bud- electric-vehicle sales. Revenue is up 29%
finding their options limited—despite sit- For some, home equity is actually an get Crisis? The U.S. Will Borrow Even this year, and six-month earnings per
ting on home values worth a collective $18 obstacle to moving. Terri Kerwin, of More as Global Tensions Grow,” The share are up 33%. Executive commentary
trillion, according to Redfin. Golden Gate Sotheby’s International Re- Economy, Oct. 13). It could be argued that is extremely bullish. It pays a dividend,
“I hear that all the time,” says Amanda alty in Menlo Park, Calif., says it isn’t un- quantitative tightening will be competing and the stock trades at roughly eight times
Mitchell, vice president of Monument So- common for longtime owners to feel stuck with our military industry for funds, as trailing 12-month earnings.
theby’s International Realty in Baltimore. in their homes by the capital-gains taxes Federal Reserve bond sales compete with Mike Meehan
“They’ll say, ‘We don’t want our big house, they would owe if they moved. Treasury issuance to find buyers. The Fed Bradenton, Fla.
but what is our next step?’ ” The Internal Revenue Service allows might find that QT has shifted from an
Her retired clients want walkable com- taxpayers to exempt up to $250,000 of inflation issue to a national security issue,
munities with plenty of amenities. One home equity on a primary residence for and should halt its sale of Treasuries. Send letters to Mail@Barrons.com.
popular destination for them, Charlottes- single homeowners and up to $500,000 Eric Swergold To be considered for publication,
ville, Va., saw median listed home prices for homeowners who are married and file Mill Valley, Calif. correspondence must bear the writer’s
rise 15% in September over the same time a joint return. For homeowners with eq- name, address, and phone number.
last year, according to Realtor.com. uity above those thresholds, planning is Letters are subject to editing.
Even affluent retirees who can afford key: They could start to tax-loss harvest Hedging With Oil
to pay all cash for their next home are in the years preceding a sale, realizing
frustrated that their money doesn’t go as capital losses to offset future capital gains, To the Editor: The Barron’s Daily is our morning briefing
far as it used to, Mitchell says. Middle- says Kevin Khang, head of active research Barron’s suggests hedging with oil against for what you need to know for the day.
income retirees face higher stakes: If at Vanguard. B Middle East turmoil and provides a num- Sign up at barrons.com/newsletters.
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Mind the Gap:

Demystifying
Investing
October 25, 2023 | 1:00 pm ET
Join us for a discussion with Joanna Rotenberg, Fidelity’s

president of personal investing, about ways to make investing
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W H AT S U R G I N G B O N D Y I E L D S M E A N F O R S T O C K S • P A G E S 7, 2 8

VOL. CIII NO. 43 OCTOBER 23, 2023 $5.00

ALPS International Sector Dividend Dogs ETF (IDOG)

Cerevel Therapeutics Holdings . . . . . . . . . . . . 33 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt

STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima W Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Are you looking to start an Advisor Business

PROFESSIONAL PRICING GLOBAL MARKETS

Low commissions, starting at $0 for

To learn how we can help grow your

The best-informed investors choose Interactive Brokers

See Alternatives from a new perspective

UP & D OWN WALL STREET

Stocks Sense Trouble,

Even Though the

I’m looking for

Find your new advisor,

Are Tech Stocks Too

Pricey? Here’s Some

LAST WEEK TH IS WEEK

Markets. President Joe Biden flew to Tuesday 10/24

Is Trending only behind 2020.

How BMW’s EV Push

Way to Play to highly indebted companies.

More Interest management. It has the leading ETF

Congress Hard. It Wants

More Than a Bitcoin ETF.

Courtesy of Coinbase (top left); Suzanne Cordeiro/Shutterstock

80 “History shows that it doesn’t pay

recapping the event. “Once it becomes donations. Small Cap Value

Photograph by Nicole Fara Silver

The Making of a Mortgage Giant

Screenshot by Barron’s; Source: @stevenalansugarman via Facebook

Athleisure Is Bigger Than

Ever. Lululemon Isn’t the

Only Stock to Play It.

sectors of apparel—a reliance on inex- 90% since March 2020, outperform-

Relax, Fund Portfolio

Taking Your Job—Yet

Spinoffs Are Going

Netflix Turns the

Page. After Heady

Growth, Profits Arrive.

Q&A An Interview With David Samra

rates have disrupted markets. value investing internationally?

“UBS Group is an example of a company with a good business, a strong balance

International Trader P. 31 Charting the Market P. 34

MARKET PERFORMANCE DASHBOARD

pressured by rising bond yields. -2

The Nasdaq Composite slid 1.6% as the

THE TRADER been preoccupied

Investors Five plays a key role in many of the

Are Getting it isn’t just the third prime number but

REAL ESTATE SECTOR OF

tinue to be a tailwind for CGMs,” writes

by Zurich with a score of 1.71, Munich at entered 2023 leading Europe

look better relative to the excesses of Stretched valuations in Zurich and

How to Play the Market Equity Options

When Threats Abound

as the world smolders. that is, selling short-term options with 12

Director Buys $4.5 Million